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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 | $37,370 | $192,829-80.6% | $142,516-73.8% | $139,466-73.2% |
| Participation rate | 100.0% | 81.4%+18.6pp | 76.8%+23.2pp | 80.3%+19.7pp |
| Annual return | 17.68% | 17.99%-0.3pp | 19.99%-2.3pp | 373.66%-356.0pp |
| Employer contribution / active EE | $3,013 | $5,808-48.1% | $4,849-37.9% | $4,754-36.6% |
| Participant deferral / active EE | $6,297 | $7,200-12.5% | $6,280+0.3% | $6,712-6.2% |
| Admin fee / account holder | $1,039 | $15,120-93.1% | $10,008-89.6% | $11,409-90.9% |