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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 | $48,531 | $154,228-68.5% | $145,433-66.6% | $137,256-64.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.61% | 74.59%-59.0pp | 66.58%-51.0pp | 220.34%-204.7pp |
| Employer contribution / active EE | $1,023 | $4,804-78.7% | $4,554-77.5% | $4,156-75.4% |
| Participant deferral / active EE | $4,564 | $8,216-44.5% | $7,897-42.2% | $6,407-28.8% |
| Admin fee / account holder | $50,796 | $14,344+254.1% | $13,129+286.9% | $12,270+314.0% |