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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 | $56,048 | $100,970-44.5% | $96,576-42.0% | $137,256-59.2% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 32.46% | 38.16%-5.7pp | 38.47%-6.0pp | 220.34%-187.9pp |
| Employer contribution / active EE | $20,609 | $3,809+441.0% | $3,553+480.0% | $4,156+395.9% |
| Participant deferral / active EE | $6,831 | $8,286-17.6% | $7,956-14.1% | $6,407+6.6% |
| Admin fee / account holder | $1,074 | $11,312-90.5% | $11,381-90.6% | $12,270-91.2% |