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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 | $49,251 | $172,111-71.4% | $150,298-67.2% | $137,256-64.1% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 20.57% | 69.37%-48.8pp | 62.79%-42.2pp | 220.34%-199.8pp |
| Employer contribution / active EE | $5,158 | $4,636+11.3% | $4,154+24.2% | $4,156+24.1% |
| Participant deferral / active EE | $8,611 | $6,166+39.7% | $5,453+57.9% | $6,407+34.4% |
| Admin fee / account holder | $4,943 | $16,471-70.0% | $14,116-65.0% | $12,270-59.7% |