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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 | $49,426 | $154,228-68.0% | $145,433-66.0% | $137,256-64.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 18.39% | 74.59%-56.2pp | 66.58%-48.2pp | 220.34%-202.0pp |
| Employer contribution / active EE | $1,593 | $4,804-66.8% | $4,554-65.0% | $4,156-61.7% |
| Participant deferral / active EE | $6,914 | $8,216-15.9% | $7,897-12.5% | $6,407+7.9% |
| Admin fee / account holder | $3,184 | $14,344-77.8% | $13,129-75.7% | $12,270-74.0% |