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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 | $52,127 | $106,588-51.1% | $94,215-44.7% | $155,188-66.4% |
| Participation rate | 100.0% | 74.3%+25.7pp | 70.0%+30.0pp | 80.8%+19.2pp |
| Annual return | 11.20% | 29.39%-18.2pp | 28.22%-17.0pp | 148.84%-137.6pp |
| Employer contribution / active EE | $4,718 | $3,080+53.2% | $2,675+76.4% | $4,248+11.1% |
| Participant deferral / active EE | $8,530 | $4,802+77.6% | $4,276+99.5% | $6,531+30.6% |
| Admin fee / account holder | $8,498 | $12,281-30.8% | $10,216-16.8% | $14,480-41.3% |