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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 | $136,860-61.9% | $120,344-56.7% | $154,746-66.3% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 20.97% | 21.38%-0.4pp | 20.30%+0.7pp | 172.34%-151.4pp |
| Employer contribution / active EE | $1,232 | $3,533-65.1% | $3,020-59.2% | $4,379-71.9% |
| Participant deferral / active EE | $4,070 | $5,793-29.7% | $5,135-20.7% | $6,730-39.5% |
| Admin fee / account holder | $5,634 | $15,393-63.4% | $12,742-55.8% | $14,365-60.8% |