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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 | $51,014 | $100,970-49.5% | $96,576-47.2% | $137,256-62.8% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 18.73% | 38.16%-19.4pp | 38.47%-19.7pp | 220.34%-201.6pp |
| Employer contribution / active EE | $3,338 | $3,809-12.4% | $3,553-6.1% | $4,156-19.7% |
| Participant deferral / active EE | $10,089 | $8,286+21.7% | $7,956+26.8% | $6,407+57.5% |
| Admin fee / account holder | $7,841 | $11,312-30.7% | $11,381-31.1% | $12,270-36.1% |