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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 | $42,083 | $100,970-58.3% | $96,576-56.4% | $137,256-69.3% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 14.83% | 38.16%-23.3pp | 38.47%-23.6pp | 220.34%-205.5pp |
| Employer contribution / active EE | $4,625 | $3,809+21.4% | $3,553+30.2% | $4,156+11.3% |
| Participant deferral / active EE | $5,650 | $8,286-31.8% | $7,956-29.0% | $6,407-11.8% |
| Admin fee / account holder | $12,007 | $11,312+6.1% | $11,381+5.5% | $12,270-2.1% |