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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 | $50,185 | $102,609-51.1% | $98,090-48.8% | $138,895-63.9% |
| Participation rate | 100.0% | 82.8%+17.2pp | 81.5%+18.5pp | 79.9%+20.1pp |
| Annual return | 14.27% | 36.44%-22.2pp | 37.05%-22.8pp | 145.39%-131.1pp |
| Employer contribution / active EE | $6,234 | $3,867+61.2% | $3,606+72.9% | $4,194+48.6% |
| Participant deferral / active EE | $15,239 | $8,167+86.6% | $7,845+94.3% | $6,396+138.3% |
| Admin fee / account holder | $25,010 | $11,434+118.7% | $11,815+111.7% | $12,562+99.1% |