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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 | $44,132 | $100,970-56.3% | $96,576-54.3% | $137,256-67.8% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 17.24% | 38.16%-20.9pp | 38.47%-21.2pp | 220.34%-203.1pp |
| Employer contribution / active EE | $8,011 | $3,809+110.3% | $3,553+125.4% | $4,156+92.7% |
| Participant deferral / active EE | $18,036 | $8,286+117.7% | $7,956+126.7% | $6,407+181.5% |
| Admin fee / account holder | $23,008 | $11,312+103.4% | $11,381+102.2% | $12,270+87.5% |