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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 | $39,498 | $100,970-60.9% | $96,576-59.1% | $137,256-71.2% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 29.08% | 38.16%-9.1pp | 38.47%-9.4pp | 220.34%-191.3pp |
| Employer contribution / active EE | $8,017 | $3,809+110.5% | $3,553+125.6% | $4,156+92.9% |
| Participant deferral / active EE | $20,005 | $8,286+141.4% | $7,956+151.4% | $6,407+212.3% |
| Admin fee / account holder | $2,982 | $11,312-73.6% | $11,381-73.8% | $12,270-75.7% |