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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 | $50,966 | $93,598-45.5% | $135,974-62.5% | $75,173-32.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 20.00% | 30.89%-10.9pp | 68.30%-48.3pp | 160.72%-140.7pp |
| Employer contribution / active EE | $5,212 | $3,538+47.3% | $4,859+7.3% | $2,671+95.1% |
| Participant deferral / active EE | $0 | $6,405-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $4,319 | $6,978-38.1% | $10,767-59.9% | $5,651-23.6% |