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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 | $39,362 | $181,896-78.4% | $156,551-74.9% | $273,972-85.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 8.73% | 30.74%-22.0pp | 32.23%-23.5pp | 41.46%-32.7pp |
| Employer contribution / active EE | $4,367 | $6,248-30.1% | $5,501-20.6% | $4,869-10.3% |
| Participant deferral / active EE | $12,691 | $5,550+128.7% | $4,871+160.5% | $5,287+140.0% |
| Admin fee / account holder | $410 | $15,560-97.4% | $13,028-96.9% | $10,133-96.0% |