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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 | $107,666-59.0% | $102,184-56.8% | $154,746-71.4% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 20.11% | 29.33%-9.2pp | 31.58%-11.5pp | 172.34%-152.2pp |
| Employer contribution / active EE | $3,178 | $3,846-17.4% | $3,594-11.6% | $4,379-27.4% |
| Participant deferral / active EE | $4,999 | $8,719-42.7% | $8,309-39.8% | $6,730-25.7% |
| Admin fee / account holder | $3,019 | $12,943-76.7% | $11,609-74.0% | $14,365-79.0% |