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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 | $50,332 | $136,860-63.2% | $120,344-58.2% | $154,746-67.5% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 19.32% | 21.38%-2.1pp | 20.30%-1.0pp | 172.34%-153.0pp |
| Employer contribution / active EE | $3,236 | $3,533-8.4% | $3,020+7.1% | $4,379-26.1% |
| Participant deferral / active EE | $11,208 | $5,793+93.5% | $5,135+118.3% | $6,730+66.5% |
| Admin fee / account holder | $5,316 | $15,393-65.5% | $12,742-58.3% | $14,365-63.0% |