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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 | $57,094 | $100,970-43.5% | $96,576-40.9% | $137,256-58.4% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 24.05% | 38.16%-14.1pp | 38.47%-14.4pp | 220.34%-196.3pp |
| Employer contribution / active EE | $20,155 | $3,809+429.1% | $3,553+467.2% | $4,156+385.0% |
| Participant deferral / active EE | $9,952 | $8,286+20.1% | $7,956+25.1% | $6,407+55.3% |
| Admin fee / account holder | $813 | $11,312-92.8% | $11,381-92.9% | $12,270-93.4% |