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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 | $44,042 | $78,682-44.0% | $109,188-59.7% | $85,851-48.7% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 24.28% | 25.09%-0.8pp | 25.76%-1.5pp | 318.63%-294.4pp |
| Employer contribution / active EE | $4,347 | $2,734+59.0% | $3,723+16.8% | $2,565+69.5% |
| Participant deferral / active EE | $9,540 | $3,468+175.1% | $4,654+105.0% | $3,952+141.4% |
| Admin fee / account holder | $6,251 | $5,470+14.3% | $6,755-7.5% | $6,261-0.2% |