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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 | $79,438 | $135,905-41.5% | $126,068-37.0% | $198,609-60.0% |
| Participation rate | 100.0% | 85.6%+14.4pp | 84.7%+15.3pp | 82.4%+17.6pp |
| Annual return | 4.44% | 14.07%-9.6pp | 15.01%-10.6pp | 202.70%-198.3pp |
| Employer contribution / active EE | $22,214 | $4,245+423.3% | $3,968+459.8% | $5,055+339.4% |
| Participant deferral / active EE | $10,333 | $8,523+21.2% | $8,214+25.8% | $6,977+48.1% |
| Admin fee / account holder | $1,652 | $21,036-92.1% | $18,264-91.0% | $19,030-91.3% |