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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 | $213,785-76.6% | $185,441-73.0% | $155,188-67.8% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 15.15% | 19.97%-4.8pp | 20.16%-5.0pp | 148.84%-133.7pp |
| Employer contribution / active EE | $2,363 | $5,393-56.2% | $4,672-49.4% | $4,248-44.4% |
| Participant deferral / active EE | $8,312 | $6,864+21.1% | $6,152+35.1% | $6,531+27.3% |
| Admin fee / account holder | $7,883 | $21,134-62.7% | $17,890-55.9% | $14,480-45.6% |