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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 | $46,140 | $124,425-62.9% | $112,040-58.8% | $137,256-66.4% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 22.04% | 24.72%-2.7pp | 24.52%-2.5pp | 220.34%-198.3pp |
| Employer contribution / active EE | $2,196 | $3,411-35.6% | $2,954-25.7% | $4,156-47.2% |
| Participant deferral / active EE | $10,312 | $5,718+80.3% | $5,098+102.3% | $6,407+60.9% |
| Admin fee / account holder | $516 | $15,207-96.6% | $12,098-95.7% | $12,270-95.8% |