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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 | $49,887 | $124,425-59.9% | $112,040-55.5% | $137,256-63.7% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 17.93% | 24.72%-6.8pp | 24.52%-6.6pp | 220.34%-202.4pp |
| Employer contribution / active EE | $2,627 | $3,411-23.0% | $2,954-11.1% | $4,156-36.8% |
| Participant deferral / active EE | $23,250 | $5,718+306.6% | $5,098+356.1% | $6,407+262.9% |
| Admin fee / account holder | $7,245 | $15,207-52.4% | $12,098-40.1% | $12,270-41.0% |