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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 | $51,051 | $56,544-9.7% | $75,501-32.4% | $70,126-27.2% |
| Participation rate | 100.0% | 68.1%+31.9pp | 72.4%+27.6pp | 69.5%+30.5pp |
| Annual return | 14.05% | 23.59%-9.5pp | 27.35%-13.3pp | 73.15%-59.1pp |
| Employer contribution / active EE | $4,210 | $1,817+131.7% | $2,352+79.0% | $2,343+79.7% |
| Participant deferral / active EE | $4,141 | $2,580+60.5% | $3,142+31.8% | $3,332+24.3% |
| Admin fee / account holder | $9,511 | $3,827+148.6% | $5,801+64.0% | $4,645+104.7% |