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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 | $67,593 | $102,609-34.1% | $98,090-31.1% | $138,895-51.3% |
| Participation rate | 100.0% | 82.8%+17.2pp | 81.5%+18.5pp | 79.9%+20.1pp |
| Annual return | 17.45% | 36.44%-19.0pp | 37.05%-19.6pp | 145.39%-127.9pp |
| Employer contribution / active EE | $9,769 | $3,867+152.6% | $3,606+170.9% | $4,194+132.9% |
| Participant deferral / active EE | $20,515 | $8,167+151.2% | $7,845+161.5% | $6,396+220.7% |
| Admin fee / account holder | $429 | $11,434-96.3% | $11,815-96.4% | $12,562-96.6% |