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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 | $41,344 | $72,486-43.0% | $87,103-52.5% | $72,976-43.3% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 39.00% | 24.46%+14.5pp | 28.19%+10.8pp | 81.02%-42.0pp |
| Employer contribution / active EE | $2,606 | $1,894+37.6% | $2,521+3.4% | $2,440+6.8% |
| Participant deferral / active EE | $3,340 | $3,270+2.1% | $4,049-17.5% | $3,608-7.4% |
| Admin fee / account holder | $5,057 | $5,055+0.1% | $7,491-32.5% | $5,124-1.3% |