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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 | $53,077 | $94,031-43.6% | $115,768-54.2% | $82,448-35.6% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.4%+25.6pp | 68.1%+31.9pp |
| Annual return | 14.71% | 20.61%-5.9pp | 100.46%-85.8pp | 41.64%-26.9pp |
| Employer contribution / active EE | $3,220 | $2,323+38.6% | $2,940+9.5% | $2,551+26.2% |
| Participant deferral / active EE | $5,949 | $3,972+49.8% | $4,917+21.0% | $4,139+43.7% |
| Admin fee / account holder | $9,754 | $10,249-4.8% | $12,439-21.6% | $7,234+34.8% |