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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 | $39,416 | $124,425-68.3% | $112,040-64.8% | $137,256-71.3% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 27.82% | 24.72%+3.1pp | 24.52%+3.3pp | 220.34%-192.5pp |
| Employer contribution / active EE | $3,006 | $3,411-11.9% | $2,954+1.8% | $4,156-27.7% |
| Participant deferral / active EE | $4,259 | $5,718-25.5% | $5,098-16.5% | $6,407-33.5% |
| Admin fee / account holder | $4,767 | $15,207-68.6% | $12,098-60.6% | $12,270-61.1% |