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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 | $97,289-59.4% | $92,805-57.4% | $155,188-74.5% |
| Participation rate | 100.0% | 84.2%+15.8pp | 83.5%+16.5pp | 80.8%+19.2pp |
| Annual return | 29.08% | 29.03%+0.1pp | 31.59%-2.5pp | 148.84%-119.8pp |
| Employer contribution / active EE | $8,017 | $3,632+120.7% | $3,424+134.1% | $4,248+88.7% |
| Participant deferral / active EE | $20,005 | $8,795+127.5% | $8,448+136.8% | $6,531+206.3% |
| Admin fee / account holder | $2,982 | $12,015-75.2% | $10,911-72.7% | $14,480-79.4% |