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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 | $56,991 | $199,109-71.4% | $173,730-67.2% | $154,746-63.2% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 18.69% | 20.02%-1.3pp | 19.96%-1.3pp | 172.34%-153.6pp |
| Employer contribution / active EE | $4,000 | $5,311-24.7% | $4,577-12.6% | $4,379-8.7% |
| Participant deferral / active EE | $2,742 | $7,113-61.4% | $6,326-56.7% | $6,730-59.3% |
| Admin fee / account holder | $4,839 | $20,916-76.9% | $17,523-72.4% | $14,365-66.3% |