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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 | $52,227 | $115,903-54.9% | $100,528-48.0% | $158,966-67.1% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 9.41% | 34.80%-25.4pp | 30.90%-21.5pp | 302.95%-293.5pp |
| Employer contribution / active EE | $3,160 | $4,105-23.0% | $3,419-7.6% | $4,762-33.6% |
| Participant deferral / active EE | $6,476 | $6,677-3.0% | $6,271+3.3% | $5,983+8.2% |
| Admin fee / account holder | $8,012 | $11,000-27.2% | $8,084-0.9% | $11,250-28.8% |