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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 | $162,967-65.0% | $135,792-58.0% | $138,895-59.0% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.6%+27.4pp | 79.9%+20.1pp |
| Annual return | 17.67% | 30.08%-12.4pp | 25.96%-8.3pp | 145.39%-127.7pp |
| Employer contribution / active EE | $2,872 | $4,211-31.8% | $3,496-17.8% | $4,194-31.5% |
| Participant deferral / active EE | $8,181 | $5,640+45.0% | $4,759+71.9% | $6,396+27.9% |
| Admin fee / account holder | $25,207 | $15,306+64.7% | $12,266+105.5% | $12,562+100.7% |