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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 | $45,729 | $161,352-71.7% | $134,172-65.9% | $137,256-66.7% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 13.96% | 28.72%-14.8pp | 25.30%-11.3pp | 220.34%-206.4pp |
| Employer contribution / active EE | $1,231 | $4,099-70.0% | $3,420-64.0% | $4,156-70.4% |
| Participant deferral / active EE | $5,193 | $5,552-6.5% | $4,690+10.7% | $6,407-18.9% |
| Admin fee / account holder | $18,685 | $15,028+24.3% | $12,016+55.5% | $12,270+52.3% |