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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 | $54,739 | $172,111-68.2% | $150,298-63.6% | $137,256-60.1% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 17.12% | 69.37%-52.3pp | 62.79%-45.7pp | 220.34%-203.2pp |
| Employer contribution / active EE | $5,448 | $4,636+17.5% | $4,154+31.2% | $4,156+31.1% |
| Participant deferral / active EE | $9,684 | $6,166+57.1% | $5,453+77.6% | $6,407+51.2% |
| Admin fee / account holder | $9,908 | $16,471-39.8% | $14,116-29.8% | $12,270-19.3% |