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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 | $47,639 | $172,111-72.3% | $150,298-68.3% | $137,256-65.3% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 37.68% | 69.37%-31.7pp | 62.79%-25.1pp | 220.34%-182.7pp |
| Employer contribution / active EE | $3,183 | $4,636-31.4% | $4,154-23.4% | $4,156-23.4% |
| Participant deferral / active EE | $9,581 | $6,166+55.4% | $5,453+75.7% | $6,407+49.5% |
| Admin fee / account holder | $2,296 | $16,471-86.1% | $14,116-83.7% | $12,270-81.3% |