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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 | $59,234 | $124,425-52.4% | $112,040-47.1% | $137,256-56.8% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 19.13% | 24.72%-5.6pp | 24.52%-5.4pp | 220.34%-201.2pp |
| Employer contribution / active EE | $2,863 | $3,411-16.1% | $2,954-3.1% | $4,156-31.1% |
| Participant deferral / active EE | $12,036 | $5,718+110.5% | $5,098+136.1% | $6,407+87.9% |
| Admin fee / account holder | $3,849 | $15,207-74.7% | $12,098-68.2% | $12,270-68.6% |