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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 | $38,664 | $124,425-68.9% | $112,040-65.5% | $137,256-71.8% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 18.13% | 24.72%-6.6pp | 24.52%-6.4pp | 220.34%-202.2pp |
| Employer contribution / active EE | $7,640 | $3,411+124.0% | $2,954+158.6% | $4,156+83.8% |
| Participant deferral / active EE | $7,508 | $5,718+31.3% | $5,098+47.3% | $6,407+17.2% |
| Admin fee / account holder | $575 | $15,207-96.2% | $12,098-95.2% | $12,270-95.3% |