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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 | $52,992 | $100,970-47.5% | $96,576-45.1% | $137,256-61.4% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 21.90% | 38.16%-16.3pp | 38.47%-16.6pp | 220.34%-198.4pp |
| Employer contribution / active EE | $12,217 | $3,809+220.7% | $3,553+243.8% | $4,156+194.0% |
| Participant deferral / active EE | $24,824 | $8,286+199.6% | $7,956+212.0% | $6,407+287.5% |
| Admin fee / account holder | $14,824 | $11,312+31.0% | $11,381+30.2% | $12,270+20.8% |