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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 | $59,627 | $211,105-71.8% | $178,449-66.6% | $145,978-59.2% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 13.94% | 30.19%-16.2pp | 27.09%-13.1pp | 550.52%-536.6pp |
| Employer contribution / active EE | $4,923 | $4,569+7.8% | $3,951+24.6% | $4,662+5.6% |
| Participant deferral / active EE | $12,057 | $6,959+73.3% | $6,277+92.1% | $6,690+80.2% |
| Admin fee / account holder | $1,188 | $12,017-90.1% | $10,362-88.5% | $13,400-91.1% |