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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 | $50,185 | $97,289-48.4% | $92,805-45.9% | $155,188-67.7% |
| Participation rate | 100.0% | 84.2%+15.8pp | 83.5%+16.5pp | 80.8%+19.2pp |
| Annual return | 14.27% | 29.03%-14.8pp | 31.59%-17.3pp | 148.84%-134.6pp |
| Employer contribution / active EE | $6,234 | $3,632+71.6% | $3,424+82.1% | $4,248+46.8% |
| Participant deferral / active EE | $15,239 | $8,795+73.3% | $8,448+80.4% | $6,531+133.3% |
| Admin fee / account holder | $25,010 | $12,015+108.2% | $10,911+129.2% | $14,480+72.7% |