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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 | $51,810 | $135,905-61.9% | $126,068-58.9% | $198,609-73.9% |
| Participation rate | 100.0% | 85.6%+14.4pp | 84.7%+15.3pp | 82.4%+17.6pp |
| Annual return | 22.02% | 14.07%+8.0pp | 15.01%+7.0pp | 202.70%-180.7pp |
| Employer contribution / active EE | $3,894 | $4,245-8.3% | $3,968-1.9% | $5,055-23.0% |
| Participant deferral / active EE | $13,721 | $8,523+61.0% | $8,214+67.0% | $6,977+96.7% |
| Admin fee / account holder | $1,476 | $21,036-93.0% | $18,264-91.9% | $19,030-92.2% |