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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 | $49,987 | $178,174-71.9% | $156,181-68.0% | $137,256-63.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 15.15% | 84.19%-69.0pp | 64.87%-49.7pp | 220.34%-205.2pp |
| Employer contribution / active EE | $2,363 | $4,972-52.5% | $4,294-45.0% | $4,156-43.1% |
| Participant deferral / active EE | $8,312 | $6,888+20.7% | $6,132+35.5% | $6,407+29.7% |
| Admin fee / account holder | $7,883 | $17,404-54.7% | $14,586-46.0% | $12,270-35.8% |