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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 | $33,045 | $181,062-81.7% | $158,223-79.1% | $155,188-78.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 12.32% | 57.39%-45.1pp | 52.09%-39.8pp | 148.84%-136.5pp |
| Employer contribution / active EE | $1,903 | $4,565-58.3% | $4,109-53.7% | $4,248-55.2% |
| Participant deferral / active EE | $3,048 | $6,134-50.3% | $5,467-44.2% | $6,531-53.3% |
| Admin fee / account holder | $493 | $18,825-97.4% | $16,047-96.9% | $14,480-96.6% |