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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 | $22,798 | $118,496-80.8% | $98,461-76.8% | $139,466-83.7% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 23.07% | 18.96%+4.1pp | 21.17%+1.9pp | 373.66%-350.6pp |
| Employer contribution / active EE | $3,649 | $3,611+1.1% | $3,049+19.7% | $4,754-23.2% |
| Participant deferral / active EE | $4,344 | $5,393-19.5% | $4,738-8.3% | $6,712-35.3% |
| Admin fee / account holder | $836 | $14,056-94.0% | $8,961-90.7% | $11,409-92.7% |