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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 | $50,920 | $114,119-55.4% | $107,187-52.5% | $138,895-63.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 20.07% | 273.21%-253.1pp | 204.55%-184.5pp | 145.39%-125.3pp |
| Employer contribution / active EE | $2,987 | $4,059-26.4% | $3,782-21.0% | $4,194-28.8% |
| Participant deferral / active EE | $4,892 | $5,538-11.7% | $5,096-4.0% | $6,396-23.5% |
| Admin fee / account holder | $21,899 | $10,024+118.5% | $9,162+139.0% | $12,562+74.3% |