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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 | $167,415-70.2% | $140,514-64.5% | $198,609-74.9% |
| Participation rate | 100.0% | 80.9%+19.1pp | 77.8%+22.2pp | 82.4%+17.6pp |
| Annual return | 17.93% | 13.85%+4.1pp | 14.36%+3.6pp | 202.70%-184.8pp |
| Employer contribution / active EE | $2,627 | $4,088-35.7% | $3,378-22.3% | $5,055-48.0% |
| Participant deferral / active EE | $23,250 | $5,579+316.7% | $4,919+372.7% | $6,977+233.2% |
| Admin fee / account holder | $7,245 | $16,730-56.7% | $13,697-47.1% | $19,030-61.9% |