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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 | $50,226 | $167,415-70.0% | $140,514-64.3% | $198,609-74.7% |
| Participation rate | 100.0% | 80.9%+19.1pp | 77.8%+22.2pp | 82.4%+17.6pp |
| Annual return | 12.07% | 13.85%-1.8pp | 14.36%-2.3pp | 202.70%-190.6pp |
| Employer contribution / active EE | $3,878 | $4,088-5.1% | $3,378+14.8% | $5,055-23.3% |
| Participant deferral / active EE | $5,563 | $5,579-0.3% | $4,919+13.1% | $6,977-20.3% |
| Admin fee / account holder | $11,645 | $16,730-30.4% | $13,697-15.0% | $19,030-38.8% |