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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 | $102,609-56.9% | $98,090-54.9% | $138,895-68.2% |
| Participation rate | 100.0% | 82.8%+17.2pp | 81.5%+18.5pp | 79.9%+20.1pp |
| Annual return | 20.11% | 36.44%-16.3pp | 37.05%-16.9pp | 145.39%-125.3pp |
| Employer contribution / active EE | $3,178 | $3,867-17.8% | $3,606-11.9% | $4,194-24.2% |
| Participant deferral / active EE | $4,999 | $8,167-38.8% | $7,845-36.3% | $6,396-21.8% |
| Admin fee / account holder | $3,019 | $11,434-73.6% | $11,815-74.4% | $12,562-76.0% |