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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 | $55,149 | $102,245-46.1% | $89,340-38.3% | $137,256-59.8% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 13.23% | 21.89%-8.7pp | 20.57%-7.3pp | 220.34%-207.1pp |
| Employer contribution / active EE | $1,426 | $2,529-43.6% | $2,231-36.1% | $4,156-65.7% |
| Participant deferral / active EE | $2,940 | $4,436-33.7% | $3,823-23.1% | $6,407-54.1% |
| Admin fee / account holder | $10,617 | $8,085+31.3% | $6,704+58.4% | $12,270-13.5% |