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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 | $51,105 | $215,361-76.3% | $171,082-70.1% | $273,972-81.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 7.66% | 25.14%-17.5pp | 32.56%-24.9pp | 41.46%-33.8pp |
| Employer contribution / active EE | $4,879 | $4,967-1.8% | $4,002+21.9% | $4,869+0.2% |
| Participant deferral / active EE | $12,847 | $5,543+131.8% | $4,797+167.8% | $5,287+143.0% |
| Admin fee / account holder | $356 | $10,846-96.7% | $8,520-95.8% | $10,133-96.5% |