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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 | $43,640 | $102,609-57.5% | $98,090-55.5% | $138,895-68.6% |
| Participation rate | 100.0% | 82.8%+17.2pp | 81.5%+18.5pp | 79.9%+20.1pp |
| Annual return | 19.43% | 36.44%-17.0pp | 37.05%-17.6pp | 145.39%-126.0pp |
| Employer contribution / active EE | $3,118 | $3,867-19.4% | $3,606-13.5% | $4,194-25.7% |
| Participant deferral / active EE | $11,349 | $8,167+39.0% | $7,845+44.7% | $6,396+77.4% |
| Admin fee / account holder | $5,101 | $11,434-55.4% | $11,815-56.8% | $12,562-59.4% |