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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 | $39,014 | $136,860-71.5% | $120,344-67.6% | $154,746-74.8% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 22.04% | 21.38%+0.7pp | 20.30%+1.7pp | 172.34%-150.3pp |
| Employer contribution / active EE | $4,124 | $3,533+16.7% | $3,020+36.6% | $4,379-5.8% |
| Participant deferral / active EE | $9,201 | $5,793+58.8% | $5,135+79.2% | $6,730+36.7% |
| Admin fee / account holder | $1,724 | $15,393-88.8% | $12,742-86.5% | $14,365-88.0% |