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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 | $52,151 | $149,778-65.2% | $118,946-56.2% | $158,950-67.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 15.98% | 19.95%-4.0pp | 35.89%-19.9pp | 302.91%-286.9pp |
| Employer contribution / active EE | $3,419 | $4,117-17.0% | $3,263+4.8% | $4,762-28.2% |
| Participant deferral / active EE | $4,542 | $5,225-13.1% | $4,266+6.5% | $5,983-24.1% |
| Admin fee / account holder | $2,115 | $8,604-75.4% | $6,581-67.9% | $11,248-81.2% |