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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 | $185,312-72.9% | $161,489-68.9% | $154,746-67.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 12.89% | 103.84%-91.0pp | 89.72%-76.8pp | 172.34%-159.5pp |
| Employer contribution / active EE | $1,764 | $4,769-63.0% | $4,268-58.7% | $4,379-59.7% |
| Participant deferral / active EE | $2,708 | $6,350-57.4% | $5,630-51.9% | $6,730-59.8% |
| Admin fee / account holder | $9,035 | $18,654-51.6% | $16,006-43.5% | $14,365-37.1% |