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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 | $68,196 | $126,661-46.2% | $113,397-39.9% | $138,895-50.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 17.52% | 25.05%-7.5pp | 23.20%-5.7pp | 145.39%-127.9pp |
| Employer contribution / active EE | $3,852 | $3,456+11.4% | $2,977+29.4% | $4,194-8.2% |
| Participant deferral / active EE | $10,459 | $5,693+83.7% | $5,076+106.0% | $6,396+63.5% |
| Admin fee / account holder | $1,622 | $14,549-88.9% | $11,957-86.4% | $12,562-87.1% |