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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 | $38,129 | $110,337-65.4% | $102,383-62.8% | $145,877-73.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 26.80% | 24.83%+2.0pp | 24.94%+1.9pp | 551.28%-524.5pp |
| Employer contribution / active EE | $7,981 | $4,216+89.3% | $3,870+106.2% | $4,663+71.2% |
| Participant deferral / active EE | $13,459 | $5,621+139.5% | $5,060+166.0% | $6,691+101.2% |
| Admin fee / account holder | $3,233 | $9,750-66.8% | $8,391-61.5% | $13,402-75.9% |