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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 | $49,189 | $53,128-7.4% | $86,582-43.2% | $70,126-29.9% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 17.25% | 27.66%-10.4pp | 965.08%-947.8pp | 73.15%-55.9pp |
| Employer contribution / active EE | $2,459 | $2,068+18.9% | $2,839-13.4% | $2,343+5.0% |
| Participant deferral / active EE | $2,075 | $2,695-23.0% | $3,609-42.5% | $3,332-37.7% |
| Admin fee / account holder | $2,145 | $3,584-40.2% | $4,904-56.3% | $4,645-53.8% |