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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 | $58,639 | $103,387-43.3% | $87,102-32.7% | $152,885-61.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 28.38% | 28.10%+0.3pp | 28.19%+0.2pp | 345.39%-317.0pp |
| Employer contribution / active EE | $3,338 | $3,221+3.6% | $2,521+32.4% | $4,763-29.9% |
| Participant deferral / active EE | $7,847 | $4,778+64.2% | $4,048+93.8% | $5,851+34.1% |
| Admin fee / account holder | $587 | $12,193-95.2% | $7,491-92.2% | $11,598-94.9% |