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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 | $50,850 | $155,555-67.3% | $146,866-65.4% | $155,188-67.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 20.14% | 115.41%-95.3pp | 102.85%-82.7pp | 148.84%-128.7pp |
| Employer contribution / active EE | $4,031 | $4,647-13.3% | $4,425-8.9% | $4,248-5.1% |
| Participant deferral / active EE | $8,337 | $8,044+3.6% | $7,759+7.5% | $6,531+27.7% |
| Admin fee / account holder | $6,751 | $14,755-54.2% | $13,620-50.4% | $14,480-53.4% |