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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 | $53,313 | $100,970-47.2% | $96,576-44.8% | $137,256-61.2% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 21.97% | 38.16%-16.2pp | 38.47%-16.5pp | 220.34%-198.4pp |
| Employer contribution / active EE | $1,788 | $3,809-53.1% | $3,553-49.7% | $4,156-57.0% |
| Participant deferral / active EE | $10,964 | $8,286+32.3% | $7,956+37.8% | $6,407+71.1% |
| Admin fee / account holder | $4,423 | $11,312-60.9% | $11,381-61.1% | $12,270-64.0% |