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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 | $47,434 | $112,729-57.9% | $98,716-51.9% | $137,256-65.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 15.60% | 38.48%-22.9pp | 31.81%-16.2pp | 220.34%-204.7pp |
| Employer contribution / active EE | $3,809 | $2,725+39.8% | $2,279+67.2% | $4,156-8.3% |
| Participant deferral / active EE | $8,624 | $4,640+85.9% | $4,048+113.1% | $6,407+34.6% |
| Admin fee / account holder | $34,758 | $10,129+243.2% | $8,703+299.4% | $12,270+183.3% |