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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 | $50,616 | $112,729-55.1% | $98,716-48.7% | $137,256-63.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 17.82% | 38.48%-20.7pp | 31.81%-14.0pp | 220.34%-202.5pp |
| Employer contribution / active EE | $3,466 | $2,725+27.2% | $2,279+52.1% | $4,156-16.6% |
| Participant deferral / active EE | $9,194 | $4,640+98.1% | $4,048+127.1% | $6,407+43.5% |
| Admin fee / account holder | $5,495 | $10,129-45.7% | $8,703-36.9% | $12,270-55.2% |