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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 | $56,992 | $161,352-64.7% | $134,172-57.5% | $137,256-58.5% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 17.67% | 28.72%-11.0pp | 25.30%-7.6pp | 220.34%-202.7pp |
| Employer contribution / active EE | $2,872 | $4,099-29.9% | $3,420-16.0% | $4,156-30.9% |
| Participant deferral / active EE | $8,181 | $5,552+47.3% | $4,690+74.4% | $6,407+27.7% |
| Admin fee / account holder | $25,207 | $15,028+67.7% | $12,016+109.8% | $12,270+105.4% |