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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 | $55,684 | $100,970-44.9% | $96,576-42.3% | $137,256-59.4% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 18.05% | 38.16%-20.1pp | 38.47%-20.4pp | 220.34%-202.3pp |
| Employer contribution / active EE | $5,157 | $3,809+35.4% | $3,553+45.1% | $4,156+24.1% |
| Participant deferral / active EE | $7,004 | $8,286-15.5% | $7,956-12.0% | $6,407+9.3% |
| Admin fee / account holder | $3,810 | $11,312-66.3% | $11,381-66.5% | $12,270-68.9% |