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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 | $136,860-63.3% | $120,344-58.3% | $154,746-67.5% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 12.07% | 21.38%-9.3pp | 20.30%-8.2pp | 172.34%-160.3pp |
| Employer contribution / active EE | $3,878 | $3,533+9.8% | $3,020+28.4% | $4,379-11.5% |
| Participant deferral / active EE | $5,563 | $5,793-4.0% | $5,135+8.3% | $6,730-17.3% |
| Admin fee / account holder | $11,645 | $15,393-24.3% | $12,742-8.6% | $14,365-18.9% |