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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 | $44,190 | $97,289-54.6% | $92,805-52.4% | $155,188-71.5% |
| Participation rate | 100.0% | 84.2%+15.8pp | 83.5%+16.5pp | 80.8%+19.2pp |
| Annual return | 20.11% | 29.03%-8.9pp | 31.59%-11.5pp | 148.84%-128.7pp |
| Employer contribution / active EE | $3,178 | $3,632-12.5% | $3,424-7.2% | $4,248-25.2% |
| Participant deferral / active EE | $4,999 | $8,795-43.2% | $8,448-40.8% | $6,531-23.5% |
| Admin fee / account holder | $3,019 | $12,015-74.9% | $10,911-72.3% | $14,480-79.1% |