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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 | $167,415-69.9% | $140,514-64.2% | $198,609-74.7% |
| Participation rate | 100.0% | 80.9%+19.1pp | 77.8%+22.2pp | 82.4%+17.6pp |
| Annual return | 19.32% | 13.85%+5.5pp | 14.36%+5.0pp | 202.70%-183.4pp |
| Employer contribution / active EE | $3,236 | $4,088-20.8% | $3,378-4.2% | $5,055-36.0% |
| Participant deferral / active EE | $11,208 | $5,579+100.9% | $4,919+127.9% | $6,977+60.6% |
| Admin fee / account holder | $5,316 | $16,730-68.2% | $13,697-61.2% | $19,030-72.1% |