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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 | $135,905-61.4% | $126,068-58.4% | $198,609-73.6% |
| Participation rate | 100.0% | 85.6%+14.4pp | 84.7%+15.3pp | 82.4%+17.6pp |
| Annual return | 15.35% | 14.07%+1.3pp | 15.01%+0.3pp | 202.70%-187.3pp |
| Employer contribution / active EE | $5,275 | $4,245+24.3% | $3,968+32.9% | $5,055+4.3% |
| Participant deferral / active EE | $12,000 | $8,523+40.8% | $8,214+46.1% | $6,977+72.0% |
| Admin fee / account holder | $12,711 | $21,036-39.6% | $18,264-30.4% | $19,030-33.2% |