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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 | $54,677 | $106,524-48.7% | $152,301-64.1% | $87,485-37.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.4%+17.6pp | 68.9%+31.1pp |
| Annual return | 32.11% | 26.89%+5.2pp | 80.50%-48.4pp | 26.06%+6.1pp |
| Employer contribution / active EE | $3,405 | $3,371+1.0% | $4,624-26.4% | $2,596+31.2% |
| Participant deferral / active EE | $9,907 | $6,525+51.8% | $8,004+23.8% | $4,274+131.8% |
| Admin fee / account holder | $542 | $8,287-93.5% | $14,398-96.2% | $7,775-93.0% |