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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 | $54,202 | $110,307-50.9% | $96,576-43.9% | $139,456-61.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 21.46% | 26.40%-4.9pp | 25.87%-4.4pp | 373.45%-352.0pp |
| Employer contribution / active EE | $3,852 | $3,619+6.4% | $2,965+29.9% | $4,753-19.0% |
| Participant deferral / active EE | $14,515 | $5,547+161.6% | $4,851+199.2% | $6,711+116.3% |
| Admin fee / account holder | $3,738 | $11,597-67.8% | $8,253-54.7% | $11,407-67.2% |