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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 | $47,088 | $172,111-72.6% | $150,298-68.7% | $137,256-65.7% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 15.22% | 69.37%-54.1pp | 62.79%-47.6pp | 220.34%-205.1pp |
| Employer contribution / active EE | $3,300 | $4,636-28.8% | $4,154-20.6% | $4,156-20.6% |
| Participant deferral / active EE | $2,437 | $6,166-60.5% | $5,453-55.3% | $6,407-62.0% |
| Admin fee / account holder | $3,177 | $16,471-80.7% | $14,116-77.5% | $12,270-74.1% |