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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 | $64,398 | $215,361-70.1% | $171,082-62.4% | $273,972-76.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 12.29% | 25.14%-12.8pp | 32.56%-20.3pp | 41.46%-29.2pp |
| Employer contribution / active EE | $12,044 | $4,967+142.5% | $4,002+200.9% | $4,869+147.4% |
| Participant deferral / active EE | $1,280 | $5,543-76.9% | $4,797-73.3% | $5,287-75.8% |
| Admin fee / account holder | $626 | $10,846-94.2% | $8,520-92.7% | $10,133-93.8% |