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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 | $60,717 | $115,225-47.3% | $100,712-39.7% | $138,895-56.3% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.3%+30.7pp | 79.9%+20.1pp |
| Annual return | 15.49% | 40.35%-24.9pp | 33.27%-17.8pp | 145.39%-129.9pp |
| Employer contribution / active EE | $2,393 | $2,771-13.7% | $2,313+3.5% | $4,194-43.0% |
| Participant deferral / active EE | $5,073 | $4,699+8.0% | $4,085+24.2% | $6,396-20.7% |
| Admin fee / account holder | $4,991 | $10,844-54.0% | $9,256-46.1% | $12,562-60.3% |