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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 | $48,478 | $106,864-54.6% | $147,318-67.1% | $82,637-41.3% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 17.31% | 27.49%-10.2pp | 70.43%-53.1pp | 53.51%-36.2pp |
| Employer contribution / active EE | $1,285 | $3,417-62.4% | $4,593-72.0% | $2,552-49.7% |
| Participant deferral / active EE | $7,511 | $6,496+15.6% | $7,906-5.0% | $4,126+82.0% |
| Admin fee / account holder | $9,689 | $8,415+15.1% | $13,708-29.3% | $7,339+32.0% |