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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 | $51,199 | $93,598-45.3% | $135,974-62.3% | $75,173-31.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 16.62% | 30.89%-14.3pp | 68.30%-51.7pp | 160.72%-144.1pp |
| Employer contribution / active EE | $3,371 | $3,538-4.7% | $4,859-30.6% | $2,671+26.2% |
| Participant deferral / active EE | $3,626 | $6,405-43.4% | $7,760-53.3% | $4,126-12.1% |
| Admin fee / account holder | $1,014 | $6,978-85.5% | $10,767-90.6% | $5,651-82.1% |