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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 | $53,313 | $135,905-60.8% | $126,068-57.7% | $198,609-73.2% |
| Participation rate | 100.0% | 85.6%+14.4pp | 84.7%+15.3pp | 82.4%+17.6pp |
| Annual return | 21.97% | 14.07%+7.9pp | 15.01%+7.0pp | 202.70%-180.7pp |
| Employer contribution / active EE | $1,788 | $4,245-57.9% | $3,968-54.9% | $5,055-64.6% |
| Participant deferral / active EE | $10,964 | $8,523+28.6% | $8,214+33.5% | $6,977+57.2% |
| Admin fee / account holder | $4,423 | $21,036-79.0% | $18,264-75.8% | $19,030-76.8% |