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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 | $49,512 | $106,280-53.4% | $96,538-48.7% | $139,487-64.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 17.02% | 38.48%-21.5pp | 35.74%-18.7pp | 373.84%-356.8pp |
| Employer contribution / active EE | $4,109 | $4,107+0.1% | $3,740+9.9% | $4,755-13.6% |
| Participant deferral / active EE | $9,458 | $5,457+73.3% | $4,880+93.8% | $6,713+40.9% |
| Admin fee / account holder | $7,937 | $7,888+0.6% | $6,737+17.8% | $11,407-30.4% |