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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 | $102,609-60.1% | $98,090-58.3% | $138,895-70.6% |
| Participation rate | 100.0% | 82.8%+17.2pp | 81.5%+18.5pp | 79.9%+20.1pp |
| Annual return | 22.71% | 36.44%-13.7pp | 37.05%-14.3pp | 145.39%-122.7pp |
| Employer contribution / active EE | $5,006 | $3,867+29.4% | $3,606+38.8% | $4,194+19.3% |
| Participant deferral / active EE | $10,431 | $8,167+27.7% | $7,845+33.0% | $6,396+63.1% |
| Admin fee / account holder | $1,283 | $11,434-88.8% | $11,815-89.1% | $12,562-89.8% |