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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 | $49,368 | $77,707-36.5% | $70,160-29.6% | $139,466-64.6% |
| Participation rate | 100.0% | 83.1%+16.9pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 12.34% | 19.30%-7.0pp | 19.08%-6.7pp | 373.66%-361.3pp |
| Employer contribution / active EE | $5,126 | $4,986+2.8% | $4,285+19.6% | $4,754+7.8% |
| Participant deferral / active EE | $10,015 | $6,443+55.4% | $5,394+85.7% | $6,712+49.2% |
| Admin fee / account holder | $1,156 | $5,397-78.6% | $4,582-74.8% | $11,409-89.9% |