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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 | $59,832 | $228,352-73.8% | $185,835-67.8% | $158,966-62.4% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 18.61% | 40.81%-22.2pp | 35.96%-17.4pp | 302.95%-284.3pp |
| Employer contribution / active EE | $5,164 | $4,967+4.0% | $4,087+26.3% | $4,762+8.4% |
| Participant deferral / active EE | $10,591 | $6,416+65.1% | $5,633+88.0% | $5,983+77.0% |
| Admin fee / account holder | $1,477 | $11,867-87.6% | $9,502-84.5% | $11,250-86.9% |