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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 | $22,088 | $124,425-82.2% | $112,040-80.3% | $137,256-83.9% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 20.02% | 24.72%-4.7pp | 24.52%-4.5pp | 220.34%-200.3pp |
| Employer contribution / active EE | $4,206 | $3,411+23.3% | $2,954+42.4% | $4,156+1.2% |
| Participant deferral / active EE | $11,588 | $5,718+102.6% | $5,098+127.3% | $6,407+80.9% |
| Admin fee / account holder | $5,677 | $15,207-62.7% | $12,098-53.1% | $12,270-53.7% |