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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 | $62,656 | $111,535-43.8% | $105,223-40.5% | $137,256-54.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 15.52% | 237.85%-222.3pp | 180.65%-165.1pp | 220.34%-204.8pp |
| Employer contribution / active EE | $3,759 | $3,939-4.6% | $3,689+1.9% | $4,156-9.6% |
| Participant deferral / active EE | $5,858 | $5,500+6.5% | $5,072+15.5% | $6,407-8.6% |
| Admin fee / account holder | $330 | $9,721-96.6% | $8,859-96.3% | $12,270-97.3% |