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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 | $49,079 | $152,394-67.8% | $124,067-60.4% | $155,188-68.4% |
| Participation rate | 100.0% | 68.8%+31.2pp | 66.9%+33.1pp | 80.8%+19.2pp |
| Annual return | 7.71% | 34.93%-27.2pp | 31.06%-23.3pp | 148.84%-141.1pp |
| Employer contribution / active EE | $2,444 | $2,398+2.0% | $2,166+12.9% | $4,248-42.5% |
| Participant deferral / active EE | $8,557 | $3,823+123.8% | $3,463+147.1% | $6,531+31.0% |
| Admin fee / account holder | $5,098 | $6,949-26.6% | $7,351-30.7% | $14,480-64.8% |