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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 | $59,667 | $215,361-72.3% | $171,082-65.1% | $273,972-78.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 11.29% | 25.14%-13.9pp | 32.56%-21.3pp | 41.46%-30.2pp |
| Employer contribution / active EE | $4,717 | $4,967-5.0% | $4,002+17.9% | $4,869-3.1% |
| Participant deferral / active EE | $10,750 | $5,543+93.9% | $4,797+124.1% | $5,287+103.3% |
| Admin fee / account holder | $387 | $10,846-96.4% | $8,520-95.5% | $10,133-96.2% |