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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 | $27,142 | $100,970-73.1% | $96,576-71.9% | $137,256-80.2% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 22.95% | 38.16%-15.2pp | 38.47%-15.5pp | 220.34%-197.4pp |
| Employer contribution / active EE | $3,852 | $3,809+1.1% | $3,553+8.4% | $4,156-7.3% |
| Participant deferral / active EE | $6,627 | $8,286-20.0% | $7,956-16.7% | $6,407+3.4% |
| Admin fee / account holder | $930 | $11,312-91.8% | $11,381-91.8% | $12,270-92.4% |