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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 | $49,611 | $112,729-56.0% | $98,716-49.7% | $137,256-63.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 17.38% | 38.48%-21.1pp | 31.81%-14.4pp | 220.34%-203.0pp |
| Employer contribution / active EE | $542 | $2,725-80.1% | $2,279-76.2% | $4,156-87.0% |
| Participant deferral / active EE | $2,710 | $4,640-41.6% | $4,048-33.1% | $6,407-57.7% |
| Admin fee / account holder | $1,296 | $10,129-87.2% | $8,703-85.1% | $12,270-89.4% |