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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 | $39,172 | $108,882-64.0% | $96,754-59.5% | $154,746-74.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 17.42% | 98.39%-81.0pp | 82.04%-64.6pp | 172.34%-154.9pp |
| Employer contribution / active EE | $3,047 | $3,018+1.0% | $2,679+13.7% | $4,379-30.4% |
| Participant deferral / active EE | $5,877 | $5,323+10.4% | $4,758+23.5% | $6,730-12.7% |
| Admin fee / account holder | $1,022 | $10,200-90.0% | $8,905-88.5% | $14,365-92.9% |