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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 | $50,226 | $124,425-59.6% | $112,040-55.2% | $137,256-63.4% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 12.07% | 24.72%-12.6pp | 24.52%-12.4pp | 220.34%-208.3pp |
| Employer contribution / active EE | $3,878 | $3,411+13.7% | $2,954+31.3% | $4,156-6.7% |
| Participant deferral / active EE | $5,563 | $5,718-2.7% | $5,098+9.1% | $6,407-13.2% |
| Admin fee / account holder | $11,645 | $15,207-23.4% | $12,098-3.7% | $12,270-5.1% |