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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 | $49,722 | $104,098-52.2% | $140,514-64.6% | $94,015-47.1% |
| Participation rate | 100.0% | 73.7%+26.3pp | 77.8%+22.2pp | 70.8%+29.2pp |
| Annual return | 24.44% | 15.14%+9.3pp | 14.36%+10.1pp | 17.84%+6.6pp |
| Employer contribution / active EE | $3,494 | $2,388+46.3% | $3,378+3.4% | $2,790+25.2% |
| Participant deferral / active EE | $10,219 | $4,033+153.4% | $4,919+107.8% | $4,249+140.5% |
| Admin fee / account holder | $5,397 | $10,439-48.3% | $13,697-60.6% | $8,951-39.7% |