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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 | $48,759 | $97,289-49.9% | $92,805-47.5% | $155,188-68.6% |
| Participation rate | 100.0% | 84.2%+15.8pp | 83.5%+16.5pp | 80.8%+19.2pp |
| Annual return | 19.33% | 29.03%-9.7pp | 31.59%-12.3pp | 148.84%-129.5pp |
| Employer contribution / active EE | $5,284 | $3,632+45.5% | $3,424+54.3% | $4,248+24.4% |
| Participant deferral / active EE | $12,913 | $8,795+46.8% | $8,448+52.9% | $6,531+97.7% |
| Admin fee / account holder | $5,211 | $12,015-56.6% | $10,911-52.2% | $14,480-64.0% |