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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 | $54,677 | $106,749-48.8% | $145,433-62.4% | $82,448-33.7% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 32.11% | 27.59%+4.5pp | 66.58%-34.5pp | 41.64%-9.5pp |
| Employer contribution / active EE | $3,405 | $3,444-1.1% | $4,554-25.2% | $2,551+33.5% |
| Participant deferral / active EE | $9,907 | $6,519+52.0% | $7,897+25.4% | $4,139+139.3% |
| Admin fee / account holder | $542 | $8,390-93.5% | $13,129-95.9% | $7,234-92.5% |