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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 | $52,298 | $107,733-51.5% | $92,985-43.8% | $154,746-66.2% |
| Participation rate | 100.0% | 74.6%+25.4pp | 69.5%+30.5pp | 80.7%+19.3pp |
| Annual return | 17.58% | 30.39%-12.8pp | 27.99%-10.4pp | 172.34%-154.8pp |
| Employer contribution / active EE | $4,010 | $3,126+28.3% | $2,662+50.6% | $4,379-8.4% |
| Participant deferral / active EE | $6,546 | $5,053+29.6% | $4,377+49.6% | $6,730-2.7% |
| Admin fee / account holder | $734 | $11,369-93.5% | $9,463-92.2% | $14,365-94.9% |