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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 | $63,153 | $97,289-35.1% | $92,805-32.0% | $155,188-59.3% |
| Participation rate | 100.0% | 84.2%+15.8pp | 83.5%+16.5pp | 80.8%+19.2pp |
| Annual return | 19.18% | 29.03%-9.9pp | 31.59%-12.4pp | 148.84%-129.7pp |
| Employer contribution / active EE | $5,409 | $3,632+48.9% | $3,424+58.0% | $4,248+27.3% |
| Participant deferral / active EE | $10,833 | $8,795+23.2% | $8,448+28.2% | $6,531+65.9% |
| Admin fee / account holder | $8,198 | $12,015-31.8% | $10,911-24.9% | $14,480-43.4% |