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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 | $52,513 | $181,062-71.0% | $158,223-66.8% | $155,188-66.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 18.33% | 57.39%-39.1pp | 52.09%-33.8pp | 148.84%-130.5pp |
| Employer contribution / active EE | $2,154 | $4,565-52.8% | $4,109-47.6% | $4,248-49.3% |
| Participant deferral / active EE | $4,719 | $6,134-23.1% | $5,467-13.7% | $6,531-27.7% |
| Admin fee / account holder | $1,581 | $18,825-91.6% | $16,047-90.1% | $14,480-89.1% |