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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 | $50,406 | $142,972-64.7% | $214,702-76.5% | $86,983-42.1% |
| Participation rate | 100.0% | 84.9%+15.1pp | 87.5%+12.5pp | 69.5%+30.5pp |
| Annual return | 14.59% | 18.49%-3.9pp | 54.55%-40.0pp | 25.83%-11.2pp |
| Employer contribution / active EE | $2,866 | $4,635-38.2% | $6,461-55.6% | $2,584+10.9% |
| Participant deferral / active EE | $5,311 | $6,568-19.1% | $9,147-41.9% | $4,194+26.6% |
| Admin fee / account holder | $4,162 | $17,617-76.4% | $19,830-79.0% | $7,856-47.0% |