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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 | $55,733 | $115,225-51.6% | $100,712-44.7% | $138,895-59.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.3%+30.7pp | 79.9%+20.1pp |
| Annual return | 17.80% | 40.35%-22.6pp | 33.27%-15.5pp | 145.39%-127.6pp |
| Employer contribution / active EE | $3,051 | $2,771+10.1% | $2,313+31.9% | $4,194-27.3% |
| Participant deferral / active EE | $4,097 | $4,699-12.8% | $4,085+0.3% | $6,396-35.9% |
| Admin fee / account holder | $6,671 | $10,844-38.5% | $9,256-27.9% | $12,562-46.9% |