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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 | $63,845 | $112,729-43.4% | $98,716-35.3% | $137,256-53.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 26.68% | 38.48%-11.8pp | 31.81%-5.1pp | 220.34%-193.7pp |
| Employer contribution / active EE | $2,439 | $2,725-10.5% | $2,279+7.0% | $4,156-41.3% |
| Participant deferral / active EE | $13,760 | $4,640+196.5% | $4,048+240.0% | $6,407+114.8% |
| Admin fee / account holder | $48,642 | $10,129+380.2% | $8,703+458.9% | $12,270+296.4% |