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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 | $174,379-71.8% | $152,093-67.7% | $138,895-64.6% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 21.94% | 74.86%-52.9pp | 66.36%-44.4pp | 145.39%-123.5pp |
| Employer contribution / active EE | $4,984 | $4,652+7.1% | $4,175+19.4% | $4,194+18.8% |
| Participant deferral / active EE | $15,503 | $6,159+151.7% | $5,451+184.4% | $6,396+142.4% |
| Admin fee / account holder | $7,237 | $16,880-57.1% | $14,497-50.1% | $12,562-42.4% |