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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 | $46,671 | $101,763-54.1% | $164,866-71.7% | $80,874-42.3% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 14.92% | 16.73%-1.8pp | 69.97%-55.0pp | 35.62%-20.7pp |
| Employer contribution / active EE | $3,109 | $2,954+5.2% | $4,343-28.4% | $2,756+12.8% |
| Participant deferral / active EE | $5,593 | $4,477+24.9% | $6,033-7.3% | $4,297+30.2% |
| Admin fee / account holder | $20,191 | $8,228+145.4% | $12,689+59.1% | $6,935+191.1% |