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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 | $50,027 | $104,251-52.0% | $91,004-45.0% | $147,586-66.1% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 24.85% | 27.06%-2.2pp | 4.60%+20.3pp | 578.59%-553.7pp |
| Employer contribution / active EE | $3,216 | $3,116+3.2% | $2,456+31.0% | $4,876-34.0% |
| Participant deferral / active EE | $19,308 | $4,195+360.3% | $3,548+444.3% | $5,439+255.0% |
| Admin fee / account holder | $4,763 | $8,948-46.8% | $5,417-12.1% | $10,886-56.2% |