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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 | $53,117 | $100,970-47.4% | $96,576-45.0% | $137,256-61.3% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 14.78% | 38.16%-23.4pp | 38.47%-23.7pp | 220.34%-205.6pp |
| Employer contribution / active EE | $2,543 | $3,809-33.2% | $3,553-28.4% | $4,156-38.8% |
| Participant deferral / active EE | $5,638 | $8,286-32.0% | $7,956-29.1% | $6,407-12.0% |
| Admin fee / account holder | $404 | $11,312-96.4% | $11,381-96.5% | $12,270-96.7% |