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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 | $57,321 | $114,119-49.8% | $107,187-46.5% | $138,895-58.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 13.35% | 273.21%-259.9pp | 204.55%-191.2pp | 145.39%-132.0pp |
| Employer contribution / active EE | $3,028 | $4,059-25.4% | $3,782-20.0% | $4,194-27.8% |
| Participant deferral / active EE | $5,705 | $5,538+3.0% | $5,096+11.9% | $6,396-10.8% |
| Admin fee / account holder | $6,470 | $10,024-35.5% | $9,162-29.4% | $12,562-48.5% |