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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 | $51,191 | $106,247-51.8% | $96,515-47.0% | $139,466-63.3% |
| Participation rate | 95.0% | 77.8%+17.2pp | 74.3%+20.7pp | 80.3%+14.7pp |
| Annual return | 17.87% | 38.47%-20.6pp | 35.73%-17.9pp | 373.66%-355.8pp |
| Employer contribution / active EE | $2,852 | $4,106-30.5% | $3,740-23.7% | $4,754-40.0% |
| Participant deferral / active EE | $5,142 | $5,456-5.8% | $4,880+5.4% | $6,712-23.4% |
| Admin fee / account holder | $1,028 | $7,885-87.0% | $6,735-84.7% | $11,409-91.0% |