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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 | $49,981 | $126,661-60.5% | $113,397-55.9% | $138,895-64.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 18.35% | 25.05%-6.7pp | 23.20%-4.9pp | 145.39%-127.0pp |
| Employer contribution / active EE | $2,204 | $3,456-36.2% | $2,977-26.0% | $4,194-47.5% |
| Participant deferral / active EE | $3,785 | $5,693-33.5% | $5,076-25.4% | $6,396-40.8% |
| Admin fee / account holder | $2,599 | $14,549-82.1% | $11,957-78.3% | $12,562-79.3% |