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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 | $60,264 | $149,679-59.7% | $117,039-48.5% | $147,586-59.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 77.2%+22.8pp | 82.8%+17.2pp |
| Annual return | 20.00% | 19.31%+0.7pp | 18.95%+1.0pp | 578.59%-558.6pp |
| Employer contribution / active EE | $2,223 | $4,937-55.0% | $3,785-41.3% | $4,876-54.4% |
| Participant deferral / active EE | $4,803 | $4,912-2.2% | $3,929+22.2% | $5,439-11.7% |
| Admin fee / account holder | $1,413 | $7,856-82.0% | $5,974-76.3% | $10,886-87.0% |