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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 | $50,761 | $112,729-55.0% | $98,716-48.6% | $137,256-63.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 24.67% | 38.48%-13.8pp | 31.81%-7.1pp | 220.34%-195.7pp |
| Employer contribution / active EE | $3,247 | $2,725+19.2% | $2,279+42.5% | $4,156-21.9% |
| Participant deferral / active EE | $10,841 | $4,640+133.6% | $4,048+167.8% | $6,407+69.2% |
| Admin fee / account holder | $3,668 | $10,129-63.8% | $8,703-57.9% | $12,270-70.1% |