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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 | $49,871 | $155,555-67.9% | $146,866-66.0% | $155,188-67.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 18.50% | 115.41%-96.9pp | 102.85%-84.3pp | 148.84%-130.3pp |
| Employer contribution / active EE | $3,154 | $4,647-32.1% | $4,425-28.7% | $4,248-25.8% |
| Participant deferral / active EE | $7,463 | $8,044-7.2% | $7,759-3.8% | $6,531+14.3% |
| Admin fee / account holder | $5,911 | $14,755-59.9% | $13,620-56.6% | $14,480-59.2% |