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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 | $50,103 | $80,983-38.1% | $96,544-48.1% | $75,177-33.4% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 16.09% | 27.05%-11.0pp | 25.88%-9.8pp | 160.75%-144.7pp |
| Employer contribution / active EE | $2,414 | $2,282+5.8% | $2,966-18.6% | $2,671-9.6% |
| Participant deferral / active EE | $6,020 | $3,929+53.2% | $4,851+24.1% | $4,126+45.9% |
| Admin fee / account holder | $2,944 | $6,717-56.2% | $8,254-64.3% | $5,651-47.9% |