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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 | $76,330 | $100,970-24.4% | $96,576-21.0% | $137,256-44.4% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 19.73% | 38.16%-18.4pp | 38.47%-18.7pp | 220.34%-200.6pp |
| Employer contribution / active EE | $3,605 | $3,809-5.4% | $3,553+1.5% | $4,156-13.3% |
| Participant deferral / active EE | $8,759 | $8,286+5.7% | $7,956+10.1% | $6,407+36.7% |
| Admin fee / account holder | $539 | $11,312-95.2% | $11,381-95.3% | $12,270-95.6% |