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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 | $63,045 | $102,609-38.6% | $98,090-35.7% | $138,895-54.6% |
| Participation rate | 100.0% | 82.8%+17.2pp | 81.5%+18.5pp | 79.9%+20.1pp |
| Annual return | 14.89% | 36.44%-21.5pp | 37.05%-22.2pp | 145.39%-130.5pp |
| Employer contribution / active EE | $7,477 | $3,867+93.3% | $3,606+107.3% | $4,194+78.3% |
| Participant deferral / active EE | $18,764 | $8,167+129.7% | $7,845+139.2% | $6,396+193.4% |
| Admin fee / account holder | $25,299 | $11,434+121.3% | $11,815+114.1% | $12,562+101.4% |