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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 | $78,029 | $102,609-24.0% | $98,090-20.5% | $138,895-43.8% |
| Participation rate | 100.0% | 82.8%+17.2pp | 81.5%+18.5pp | 79.9%+20.1pp |
| Annual return | 21.73% | 36.44%-14.7pp | 37.05%-15.3pp | 145.39%-123.7pp |
| Employer contribution / active EE | $5,951 | $3,867+53.9% | $3,606+65.0% | $4,194+41.9% |
| Participant deferral / active EE | $17,446 | $8,167+113.6% | $7,845+122.4% | $6,396+172.8% |
| Admin fee / account holder | $1,502 | $11,434-86.9% | $11,815-87.3% | $12,562-88.0% |