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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 | $45,109 | $100,970-55.3% | $96,576-53.3% | $137,256-67.1% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 20.94% | 38.16%-17.2pp | 38.47%-17.5pp | 220.34%-199.4pp |
| Employer contribution / active EE | $3,561 | $3,809-6.5% | $3,553+0.2% | $4,156-14.3% |
| Participant deferral / active EE | $4,908 | $8,286-40.8% | $7,956-38.3% | $6,407-23.4% |
| Admin fee / account holder | $1,206 | $11,312-89.3% | $11,381-89.4% | $12,270-90.2% |