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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 | $48,253 | $110,278-56.2% | $95,740-49.6% | $139,466-65.4% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 21.67% | 27.19%-5.5pp | 28.41%-6.7pp | 373.66%-352.0pp |
| Employer contribution / active EE | $2,986 | $3,260-8.4% | $2,836+5.3% | $4,754-37.2% |
| Participant deferral / active EE | $6,690 | $4,674+43.1% | $4,244+57.6% | $6,712-0.3% |
| Admin fee / account holder | $1,111 | $6,613-83.2% | $5,676-80.4% | $11,409-90.3% |