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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 | $57,049 | $178,174-68.0% | $156,181-63.5% | $137,256-58.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 18.84% | 84.19%-65.4pp | 64.87%-46.0pp | 220.34%-201.5pp |
| Employer contribution / active EE | $3,592 | $4,972-27.8% | $4,294-16.4% | $4,156-13.6% |
| Participant deferral / active EE | $11,422 | $6,888+65.8% | $6,132+86.3% | $6,407+78.3% |
| Admin fee / account holder | $1,321 | $17,404-92.4% | $14,586-90.9% | $12,270-89.2% |