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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 | $29,660 | $111,814-73.5% | $103,378-71.3% | $145,978-79.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 17.91% | 24.80%-6.9pp | 24.91%-7.0pp | 550.52%-532.6pp |
| Employer contribution / active EE | $4,424 | $4,215+5.0% | $3,870+14.3% | $4,662-5.1% |
| Participant deferral / active EE | $7,737 | $5,618+37.7% | $5,058+53.0% | $6,690+15.7% |
| Admin fee / account holder | $351 | $9,764-96.4% | $8,401-95.8% | $13,400-97.4% |