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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 | $50,404 | $115,225-56.3% | $100,712-50.0% | $138,895-63.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.3%+30.7pp | 79.9%+20.1pp |
| Annual return | 14.00% | 40.35%-26.3pp | 33.27%-19.3pp | 145.39%-131.4pp |
| Employer contribution / active EE | $3,365 | $2,771+21.4% | $2,313+45.5% | $4,194-19.8% |
| Participant deferral / active EE | $3,068 | $4,699-34.7% | $4,085-24.9% | $6,396-52.0% |
| Admin fee / account holder | $1,488 | $10,844-86.3% | $9,256-83.9% | $12,562-88.2% |