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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 | $49,141 | $172,111-71.4% | $150,298-67.3% | $137,256-64.2% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 21.94% | 69.37%-47.4pp | 62.79%-40.8pp | 220.34%-198.4pp |
| Employer contribution / active EE | $4,984 | $4,636+7.5% | $4,154+20.0% | $4,156+19.9% |
| Participant deferral / active EE | $15,503 | $6,166+151.4% | $5,453+184.3% | $6,407+142.0% |
| Admin fee / account holder | $7,237 | $16,471-56.1% | $14,116-48.7% | $12,270-41.0% |