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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 | $52,483 | $100,970-48.0% | $96,576-45.7% | $137,256-61.8% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 15.35% | 38.16%-22.8pp | 38.47%-23.1pp | 220.34%-205.0pp |
| Employer contribution / active EE | $5,275 | $3,809+38.5% | $3,553+48.5% | $4,156+26.9% |
| Participant deferral / active EE | $12,000 | $8,286+44.8% | $7,956+50.8% | $6,407+87.3% |
| Admin fee / account holder | $12,711 | $11,312+12.4% | $11,381+11.7% | $12,270+3.6% |