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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 | $49,898 | $172,111-71.0% | $150,298-66.8% | $137,256-63.6% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 15.51% | 69.37%-53.9pp | 62.79%-47.3pp | 220.34%-204.8pp |
| Employer contribution / active EE | $2,564 | $4,636-44.7% | $4,154-38.3% | $4,156-38.3% |
| Participant deferral / active EE | $4,486 | $6,166-27.3% | $5,453-17.7% | $6,407-30.0% |
| Admin fee / account holder | $32,151 | $16,471+95.2% | $14,116+127.8% | $12,270+162.0% |