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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 | $61,859 | $100,970-38.7% | $96,576-35.9% | $137,256-54.9% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 18.01% | 38.16%-20.2pp | 38.47%-20.5pp | 220.34%-202.3pp |
| Employer contribution / active EE | $3,195 | $3,809-16.1% | $3,553-10.1% | $4,156-23.1% |
| Participant deferral / active EE | $12,110 | $8,286+46.1% | $7,956+52.2% | $6,407+89.0% |
| Admin fee / account holder | $5,474 | $11,312-51.6% | $11,381-51.9% | $12,270-55.4% |