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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 | $23,538 | $78,670-70.1% | $109,173-78.4% | $85,847-72.6% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 26.15% | 25.09%+1.1pp | 25.75%+0.4pp | 318.61%-292.5pp |
| Employer contribution / active EE | $2,710 | $2,734-0.9% | $3,723-27.2% | $2,565+5.6% |
| Participant deferral / active EE | $7,097 | $3,467+104.7% | $4,654+52.5% | $3,952+79.6% |
| Admin fee / account holder | $6,139 | $5,469+12.2% | $6,755-9.1% | $6,261-1.9% |