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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 | $50,162 | $124,425-59.7% | $112,040-55.2% | $137,256-63.5% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 18.85% | 24.72%-5.9pp | 24.52%-5.7pp | 220.34%-201.5pp |
| Employer contribution / active EE | $1,983 | $3,411-41.9% | $2,954-32.9% | $4,156-52.3% |
| Participant deferral / active EE | $5,308 | $5,718-7.2% | $5,098+4.1% | $6,407-17.2% |
| Admin fee / account holder | $2,904 | $15,207-80.9% | $12,098-76.0% | $12,270-76.3% |