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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 | $50,197 | $172,111-70.8% | $150,298-66.6% | $137,256-63.4% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 12.89% | 69.37%-56.5pp | 62.79%-49.9pp | 220.34%-207.5pp |
| Employer contribution / active EE | $1,764 | $4,636-61.9% | $4,154-57.5% | $4,156-57.5% |
| Participant deferral / active EE | $2,708 | $6,166-56.1% | $5,453-50.3% | $6,407-57.7% |
| Admin fee / account holder | $9,035 | $16,471-45.1% | $14,116-36.0% | $12,270-26.4% |