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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 | $46,165 | $112,729-59.0% | $98,716-53.2% | $137,256-66.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 18.14% | 38.48%-20.3pp | 31.81%-13.7pp | 220.34%-202.2pp |
| Employer contribution / active EE | $2,145 | $2,725-21.3% | $2,279-5.9% | $4,156-48.4% |
| Participant deferral / active EE | $3,916 | $4,640-15.6% | $4,048-3.3% | $6,407-38.9% |
| Admin fee / account holder | $17,292 | $10,129+70.7% | $8,703+98.7% | $12,270+40.9% |