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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 | $115,225-59.9% | $100,712-54.2% | $138,895-66.8% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.3%+30.7pp | 79.9%+20.1pp |
| Annual return | 18.14% | 40.35%-22.2pp | 33.27%-15.1pp | 145.39%-127.3pp |
| Employer contribution / active EE | $2,145 | $2,771-22.6% | $2,313-7.2% | $4,194-48.9% |
| Participant deferral / active EE | $3,916 | $4,699-16.7% | $4,085-4.1% | $6,396-38.8% |
| Admin fee / account holder | $17,292 | $10,844+59.5% | $9,256+86.8% | $12,562+37.7% |