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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 | $138,312-67.9% | $122,979-63.9% | $155,188-71.4% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 18.00% | 22.06%-4.1pp | 20.12%-2.1pp | 148.84%-130.8pp |
| Employer contribution / active EE | $3,421 | $3,530-3.1% | $3,062+11.7% | $4,248-19.5% |
| Participant deferral / active EE | $8,247 | $5,592+47.5% | $5,003+64.9% | $6,531+26.3% |
| Admin fee / account holder | $371 | $15,089-97.5% | $12,864-97.1% | $14,480-97.4% |