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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 | $44,340 | $124,425-64.4% | $112,040-60.4% | $137,256-67.7% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 14.48% | 24.72%-10.2pp | 24.52%-10.0pp | 220.34%-205.9pp |
| Employer contribution / active EE | $1,221 | $3,411-64.2% | $2,954-58.7% | $4,156-70.6% |
| Participant deferral / active EE | $1,987 | $5,718-65.3% | $5,098-61.0% | $6,407-69.0% |
| Admin fee / account holder | $10,417 | $15,207-31.5% | $12,098-13.9% | $12,270-15.1% |