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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 | $51,066 | $135,956-62.4% | $123,894-58.8% | $273,972-81.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 5.46% | 56.63%-51.2pp | 47.52%-42.1pp | 41.46%-36.0pp |
| Employer contribution / active EE | $2,442 | $5,170-52.8% | $4,617-47.1% | $4,869-49.9% |
| Participant deferral / active EE | $10,021 | $6,343+58.0% | $5,984+67.5% | $5,287+89.5% |
| Admin fee / account holder | $1,477 | $9,817-85.0% | $8,357-82.3% | $10,133-85.4% |