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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 | $97,289-71.9% | $92,805-70.5% | $155,188-82.4% |
| Participation rate | 100.0% | 84.2%+15.8pp | 83.5%+16.5pp | 80.8%+19.2pp |
| Annual return | 21.87% | 29.03%-7.2pp | 31.59%-9.7pp | 148.84%-127.0pp |
| Employer contribution / active EE | $3,342 | $3,632-8.0% | $3,424-2.4% | $4,248-21.3% |
| Participant deferral / active EE | $4,005 | $8,795-54.5% | $8,448-52.6% | $6,531-38.7% |
| Admin fee / account holder | $1,018 | $12,015-91.5% | $10,911-90.7% | $14,480-93.0% |