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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 | $50,391 | $111,535-54.8% | $105,223-52.1% | $137,256-63.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 18.56% | 237.85%-219.3pp | 180.65%-162.1pp | 220.34%-201.8pp |
| Employer contribution / active EE | $5,149 | $3,939+30.7% | $3,689+39.6% | $4,156+23.9% |
| Participant deferral / active EE | $8,963 | $5,500+63.0% | $5,072+76.7% | $6,407+39.9% |
| Admin fee / account holder | $1,592 | $9,721-83.6% | $8,859-82.0% | $12,270-87.0% |