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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 | $209,336-76.3% | $197,124-74.9% | $137,256-63.9% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 25.91% | 48.09%-22.2pp | 44.34%-18.4pp | 220.34%-194.4pp |
| Employer contribution / active EE | $3,956 | $6,591-40.0% | $6,227-36.5% | $4,156-4.8% |
| Participant deferral / active EE | $12,928 | $9,614+34.5% | $9,135+41.5% | $6,407+101.8% |
| Admin fee / account holder | $14,997 | $17,308-13.3% | $16,298-8.0% | $12,270+22.2% |