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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 | $58,037 | $126,661-54.2% | $113,397-48.8% | $138,895-58.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 27.09% | 25.05%+2.0pp | 23.20%+3.9pp | 145.39%-118.3pp |
| Employer contribution / active EE | $3,772 | $3,456+9.1% | $2,977+26.7% | $4,194-10.1% |
| Participant deferral / active EE | $7,453 | $5,693+30.9% | $5,076+46.8% | $6,396+16.5% |
| Admin fee / account holder | $1,867 | $14,549-87.2% | $11,957-84.4% | $12,562-85.1% |