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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 | $44,345 | $126,661-65.0% | $113,397-60.9% | $138,895-68.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 18.00% | 25.05%-7.1pp | 23.20%-5.2pp | 145.39%-127.4pp |
| Employer contribution / active EE | $3,421 | $3,456-1.0% | $2,977+14.9% | $4,194-18.4% |
| Participant deferral / active EE | $8,247 | $5,693+44.9% | $5,076+62.5% | $6,396+28.9% |
| Admin fee / account holder | $371 | $14,549-97.5% | $11,957-96.9% | $12,562-97.0% |