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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 | $48,759 | $100,970-51.7% | $96,576-49.5% | $137,256-64.5% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 19.33% | 38.16%-18.8pp | 38.47%-19.1pp | 220.34%-201.0pp |
| Employer contribution / active EE | $5,284 | $3,809+38.7% | $3,553+48.7% | $4,156+27.1% |
| Participant deferral / active EE | $12,913 | $8,286+55.8% | $7,956+62.3% | $6,407+101.5% |
| Admin fee / account holder | $5,211 | $11,312-53.9% | $11,381-54.2% | $12,270-57.5% |