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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 | $53,580 | $174,379-69.3% | $152,093-64.8% | $138,895-61.4% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 17.51% | 74.86%-57.3pp | 66.36%-48.8pp | 145.39%-127.9pp |
| Employer contribution / active EE | $3,880 | $4,652-16.6% | $4,175-7.1% | $4,194-7.5% |
| Participant deferral / active EE | $5,414 | $6,159-12.1% | $5,451-0.7% | $6,396-15.4% |
| Admin fee / account holder | $4,724 | $16,880-72.0% | $14,497-67.4% | $12,562-62.4% |