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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 | $52,108 | $100,970-48.4% | $96,576-46.0% | $137,256-62.0% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 16.88% | 38.16%-21.3pp | 38.47%-21.6pp | 220.34%-203.5pp |
| Employer contribution / active EE | $5,450 | $3,809+43.1% | $3,553+53.4% | $4,156+31.1% |
| Participant deferral / active EE | $9,934 | $8,286+19.9% | $7,956+24.9% | $6,407+55.1% |
| Admin fee / account holder | $963 | $11,312-91.5% | $11,381-91.5% | $12,270-92.2% |