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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 | $49,506 | $135,905-63.6% | $126,068-60.7% | $198,609-75.1% |
| Participation rate | 100.0% | 85.6%+14.4pp | 84.7%+15.3pp | 82.4%+17.6pp |
| Annual return | 17.02% | 14.07%+3.0pp | 15.01%+2.0pp | 202.70%-185.7pp |
| Employer contribution / active EE | $3,325 | $4,245-21.7% | $3,968-16.2% | $5,055-34.2% |
| Participant deferral / active EE | $9,227 | $8,523+8.3% | $8,214+12.3% | $6,977+32.3% |
| Admin fee / account holder | $6,141 | $21,036-70.8% | $18,264-66.4% | $19,030-67.7% |