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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 | $58,703 | $135,905-56.8% | $126,068-53.4% | $198,609-70.4% |
| Participation rate | 100.0% | 85.6%+14.4pp | 84.7%+15.3pp | 82.4%+17.6pp |
| Annual return | 20.62% | 14.07%+6.6pp | 15.01%+5.6pp | 202.70%-182.1pp |
| Employer contribution / active EE | $3,157 | $4,245-25.6% | $3,968-20.4% | $5,055-37.6% |
| Participant deferral / active EE | $12,458 | $8,523+46.2% | $8,214+51.7% | $6,977+78.6% |
| Admin fee / account holder | $2,368 | $21,036-88.7% | $18,264-87.0% | $19,030-87.6% |