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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 | $51,878 | $172,111-69.9% | $150,298-65.5% | $137,256-62.2% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 30.56% | 69.37%-38.8pp | 62.79%-32.2pp | 220.34%-189.8pp |
| Employer contribution / active EE | $3,672 | $4,636-20.8% | $4,154-11.6% | $4,156-11.6% |
| Participant deferral / active EE | $12,414 | $6,166+101.3% | $5,453+127.7% | $6,407+93.8% |
| Admin fee / account holder | $25,865 | $16,471+57.0% | $14,116+83.2% | $12,270+110.8% |