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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 | $36,870 | $126,661-70.9% | $113,397-67.5% | $138,895-73.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 11.90% | 25.05%-13.2pp | 23.20%-11.3pp | 145.39%-133.5pp |
| Employer contribution / active EE | $3,363 | $3,456-2.7% | $2,977+13.0% | $4,194-19.8% |
| Participant deferral / active EE | $2,245 | $5,693-60.6% | $5,076-55.8% | $6,396-64.9% |
| Admin fee / account holder | $2,264 | $14,549-84.4% | $11,957-81.1% | $12,562-82.0% |