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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 | $40,902 | $100,970-59.5% | $96,576-57.6% | $137,256-70.2% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 22.71% | 38.16%-15.5pp | 38.47%-15.8pp | 220.34%-197.6pp |
| Employer contribution / active EE | $5,006 | $3,809+31.4% | $3,553+40.9% | $4,156+20.4% |
| Participant deferral / active EE | $10,431 | $8,286+25.9% | $7,956+31.1% | $6,407+62.8% |
| Admin fee / account holder | $1,283 | $11,312-88.7% | $11,381-88.7% | $12,270-89.5% |