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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,745 | $201,259-65.8% | $184,200-62.7% | $145,959-52.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 11.13% | 28.98%-17.9pp | 28.80%-17.7pp | 561.95%-550.8pp |
| Employer contribution / active EE | $2,201 | $7,018-68.6% | $6,424-65.7% | $4,661-52.8% |
| Participant deferral / active EE | $4,300 | $9,806-56.1% | $9,132-52.9% | $6,689-35.7% |
| Admin fee / account holder | $17,937 | $16,372+9.6% | $13,907+29.0% | $13,398+33.9% |