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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 | $52,011 | $84,236-38.3% | $170,439-69.5% | $70,124-25.8% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 17.23% | 23.06%-5.8pp | 205.94%-188.7pp | 73.14%-55.9pp |
| Employer contribution / active EE | $3,609 | $3,387+6.6% | $5,433-33.6% | $2,342+54.1% |
| Participant deferral / active EE | $2,673 | $3,086-13.4% | $4,939-45.9% | $3,332-19.8% |
| Admin fee / account holder | $7,259 | $5,698+27.4% | $13,881-47.7% | $4,645+56.3% |