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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 | $97,289-46.4% | $92,805-43.9% | $155,188-66.4% |
| Participation rate | 100.0% | 84.2%+15.8pp | 83.5%+16.5pp | 80.8%+19.2pp |
| Annual return | 16.88% | 29.03%-12.1pp | 31.59%-14.7pp | 148.84%-132.0pp |
| Employer contribution / active EE | $5,450 | $3,632+50.1% | $3,424+59.2% | $4,248+28.3% |
| Participant deferral / active EE | $9,934 | $8,795+12.9% | $8,448+17.6% | $6,531+52.1% |
| Admin fee / account holder | $963 | $12,015-92.0% | $10,911-91.2% | $14,480-93.3% |