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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 | $27,381 | $100,970-72.9% | $96,576-71.6% | $137,256-80.1% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 21.87% | 38.16%-16.3pp | 38.47%-16.6pp | 220.34%-198.5pp |
| Employer contribution / active EE | $3,342 | $3,809-12.3% | $3,553-6.0% | $4,156-19.6% |
| Participant deferral / active EE | $4,005 | $8,286-51.7% | $7,956-49.7% | $6,407-37.5% |
| Admin fee / account holder | $1,018 | $11,312-91.0% | $11,381-91.1% | $12,270-91.7% |