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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 | $42,857 | $100,970-57.6% | $96,576-55.6% | $137,256-68.8% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 23.58% | 38.16%-14.6pp | 38.47%-14.9pp | 220.34%-196.8pp |
| Employer contribution / active EE | $5,362 | $3,809+40.8% | $3,553+50.9% | $4,156+29.0% |
| Participant deferral / active EE | $14,970 | $8,286+80.7% | $7,956+88.1% | $6,407+133.7% |
| Admin fee / account holder | $1,127 | $11,312-90.0% | $11,381-90.1% | $12,270-90.8% |