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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 | $54,116 | $167,415-67.7% | $140,514-61.5% | $198,609-72.8% |
| Participation rate | 100.0% | 80.9%+19.1pp | 77.8%+22.2pp | 82.4%+17.6pp |
| Annual return | 18.30% | 13.85%+4.4pp | 14.36%+3.9pp | 202.70%-184.4pp |
| Employer contribution / active EE | $5,172 | $4,088+26.5% | $3,378+53.1% | $5,055+2.3% |
| Participant deferral / active EE | $13,666 | $5,579+145.0% | $4,919+177.8% | $6,977+95.9% |
| Admin fee / account holder | $8,661 | $16,730-48.2% | $13,697-36.8% | $19,030-54.5% |