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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 | $100,970-50.3% | $96,576-48.0% | $137,256-63.4% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 14.27% | 38.16%-23.9pp | 38.47%-24.2pp | 220.34%-206.1pp |
| Employer contribution / active EE | $6,234 | $3,809+63.7% | $3,553+75.4% | $4,156+50.0% |
| Participant deferral / active EE | $15,239 | $8,286+83.9% | $7,956+91.5% | $6,407+137.9% |
| Admin fee / account holder | $25,010 | $11,312+121.1% | $11,381+119.8% | $12,270+103.8% |