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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 | $44,243 | $135,905-67.4% | $126,068-64.9% | $198,609-77.7% |
| Participation rate | 100.0% | 85.6%+14.4pp | 84.7%+15.3pp | 82.4%+17.6pp |
| Annual return | 21.85% | 14.07%+7.8pp | 15.01%+6.8pp | 202.70%-180.9pp |
| Employer contribution / active EE | $6,796 | $4,245+60.1% | $3,968+71.3% | $5,055+34.4% |
| Participant deferral / active EE | $12,966 | $8,523+52.1% | $8,214+57.9% | $6,977+85.8% |
| Admin fee / account holder | $1,336 | $21,036-93.6% | $18,264-92.7% | $19,030-93.0% |