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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 | $50,622 | $58,848-14.0% | $88,179-42.6% | $82,637-38.7% |
| Participation rate | 100.0% | 57.9%+42.1pp | 69.1%+30.9pp | 68.1%+31.9pp |
| Annual return | 20.64% | 22.76%-2.1pp | 64.97%-44.3pp | 53.51%-32.9pp |
| Employer contribution / active EE | $4,166 | $1,678+148.2% | $2,549+63.4% | $2,552+63.2% |
| Participant deferral / active EE | $4,290 | $3,124+37.3% | $4,614-7.0% | $4,126+4.0% |
| Admin fee / account holder | $1,209 | $4,795-74.8% | $7,673-84.2% | $7,339-83.5% |