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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 | $52,096 | $138,312-62.3% | $122,979-57.6% | $155,188-66.4% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 20.97% | 22.06%-1.1pp | 20.12%+0.9pp | 148.84%-127.9pp |
| Employer contribution / active EE | $1,232 | $3,530-65.1% | $3,062-59.8% | $4,248-71.0% |
| Participant deferral / active EE | $4,070 | $5,592-27.2% | $5,003-18.6% | $6,531-37.7% |
| Admin fee / account holder | $5,634 | $15,089-62.7% | $12,864-56.2% | $14,480-61.1% |