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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 | $59,234 | $126,661-53.2% | $113,397-47.8% | $138,895-57.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 19.13% | 25.05%-5.9pp | 23.20%-4.1pp | 145.39%-126.3pp |
| Employer contribution / active EE | $2,863 | $3,456-17.2% | $2,977-3.8% | $4,194-31.7% |
| Participant deferral / active EE | $12,036 | $5,693+111.4% | $5,076+137.1% | $6,396+88.2% |
| Admin fee / account holder | $3,849 | $14,549-73.5% | $11,957-67.8% | $12,562-69.4% |