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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 | $41,154 | $126,661-67.5% | $113,397-63.7% | $138,895-70.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 22.39% | 25.05%-2.7pp | 23.20%-0.8pp | 145.39%-123.0pp |
| Employer contribution / active EE | $2,636 | $3,456-23.7% | $2,977-11.5% | $4,194-37.2% |
| Participant deferral / active EE | $3,868 | $5,693-32.1% | $5,076-23.8% | $6,396-39.5% |
| Admin fee / account holder | $4,007 | $14,549-72.5% | $11,957-66.5% | $12,562-68.1% |