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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 | $54,116 | $136,860-60.5% | $120,344-55.0% | $154,746-65.0% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 18.30% | 21.38%-3.1pp | 20.30%-2.0pp | 172.34%-154.0pp |
| Employer contribution / active EE | $5,172 | $3,533+46.4% | $3,020+71.3% | $4,379+18.1% |
| Participant deferral / active EE | $13,666 | $5,793+135.9% | $5,135+166.1% | $6,730+103.0% |
| Admin fee / account holder | $8,661 | $15,393-43.7% | $12,742-32.0% | $14,365-39.7% |