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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 | $49,573 | $212,386-76.7% | $199,883-75.2% | $138,895-64.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 25.91% | 47.75%-21.8pp | 43.81%-17.9pp | 145.39%-119.5pp |
| Employer contribution / active EE | $3,956 | $6,625-40.3% | $6,261-36.8% | $4,194-5.7% |
| Participant deferral / active EE | $12,928 | $9,617+34.4% | $9,138+41.5% | $6,396+102.1% |
| Admin fee / account holder | $14,997 | $18,233-17.7% | $17,268-13.1% | $12,562+19.4% |