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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 | $49,916 | $54,757-8.8% | $90,300-44.7% | $72,983-31.6% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 21.14% | 30.63%-9.5pp | 78.11%-57.0pp | 81.01%-59.9pp |
| Employer contribution / active EE | $3,158 | $2,092+50.9% | $2,854+10.7% | $2,440+29.4% |
| Participant deferral / active EE | $3,286 | $2,887+13.8% | $3,884-15.4% | $3,608-8.9% |
| Admin fee / account holder | $5,693 | $3,972+43.3% | $5,353+6.4% | $5,124+11.1% |