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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 | $50,385 | $124,425-59.5% | $112,040-55.0% | $137,256-63.3% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 15.26% | 24.72%-9.5pp | 24.52%-9.3pp | 220.34%-205.1pp |
| Employer contribution / active EE | $2,713 | $3,411-20.5% | $2,954-8.2% | $4,156-34.7% |
| Participant deferral / active EE | $3,361 | $5,718-41.2% | $5,098-34.1% | $6,407-47.5% |
| Admin fee / account holder | $951 | $15,207-93.7% | $12,098-92.1% | $12,270-92.2% |