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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 | $53,662 | $102,609-47.7% | $98,090-45.3% | $138,895-61.4% |
| Participation rate | 100.0% | 82.8%+17.2pp | 81.5%+18.5pp | 79.9%+20.1pp |
| Annual return | 19.29% | 36.44%-17.1pp | 37.05%-17.8pp | 145.39%-126.1pp |
| Employer contribution / active EE | $2,849 | $3,867-26.3% | $3,606-21.0% | $4,194-32.1% |
| Participant deferral / active EE | $3,850 | $8,167-52.9% | $7,845-50.9% | $6,396-39.8% |
| Admin fee / account holder | $346 | $11,434-97.0% | $11,815-97.1% | $12,562-97.2% |