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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 | $50,971 | $151,427-66.3% | $112,860-54.8% | $154,746-67.1% |
| Participation rate | 100.0% | 69.1%+30.9pp | 66.3%+33.7pp | 80.7%+19.3pp |
| Annual return | 14.47% | 30.95%-16.5pp | 35.26%-20.8pp | 172.34%-157.9pp |
| Employer contribution / active EE | $3,925 | $2,750+42.8% | $2,206+77.9% | $4,379-10.4% |
| Participant deferral / active EE | $2,618 | $4,285-38.9% | $3,493-25.1% | $6,730-61.1% |
| Admin fee / account holder | $2,703 | $7,369-63.3% | $6,841-60.5% | $14,365-81.2% |