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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 | $51,602 | $124,425-58.5% | $112,040-53.9% | $137,256-62.4% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 17.59% | 24.72%-7.1pp | 24.52%-6.9pp | 220.34%-202.8pp |
| Employer contribution / active EE | $2,315 | $3,411-32.1% | $2,954-21.6% | $4,156-44.3% |
| Participant deferral / active EE | $7,327 | $5,718+28.1% | $5,098+43.7% | $6,407+14.4% |
| Admin fee / account holder | $2,804 | $15,207-81.6% | $12,098-76.8% | $12,270-77.2% |