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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 | $29,862 | $118,496-74.8% | $98,461-69.7% | $139,466-78.6% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 21.11% | 18.96%+2.1pp | 21.17%-0.1pp | 373.66%-352.6pp |
| Employer contribution / active EE | $4,363 | $3,611+20.8% | $3,049+43.1% | $4,754-8.2% |
| Participant deferral / active EE | $13,278 | $5,393+146.2% | $4,738+180.2% | $6,712+97.8% |
| Admin fee / account holder | $4,368 | $14,056-68.9% | $8,961-51.3% | $11,409-61.7% |