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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 | $87,166-40.0% | $76,735-31.8% | $137,256-61.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 17.58% | 26.50%-8.9pp | 29.77%-12.2pp | 220.34%-202.8pp |
| Employer contribution / active EE | $4,010 | $2,904+38.1% | $2,454+63.4% | $4,156-3.5% |
| Participant deferral / active EE | $6,546 | $4,726+38.5% | $4,088+60.1% | $6,407+2.2% |
| Admin fee / account holder | $734 | $8,403-91.3% | $7,189-89.8% | $12,270-94.0% |