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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 | $94,436-43.8% | $115,599-54.1% | $82,637-35.8% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.3%+25.7pp | 68.1%+31.9pp |
| Annual return | 14.71% | 18.37%-3.7pp | 111.10%-96.4pp | 53.51%-38.8pp |
| Employer contribution / active EE | $3,220 | $2,324+38.6% | $2,955+9.0% | $2,552+26.2% |
| Participant deferral / active EE | $5,949 | $3,955+50.4% | $4,889+21.7% | $4,126+44.2% |
| Admin fee / account holder | $9,754 | $10,328-5.6% | $12,841-24.0% | $7,339+32.9% |