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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 | $45,482 | $45,041+1.0% | $63,003-27.8% | $70,131-35.1% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 16.35% | 18.76%-2.4pp | 87.59%-71.2pp | 73.14%-56.8pp |
| Employer contribution / active EE | $1,873 | $2,052-8.7% | $2,760-32.1% | $2,342-20.0% |
| Participant deferral / active EE | $4,410 | $2,465+78.9% | $3,329+32.5% | $3,332+32.4% |
| Admin fee / account holder | $849 | $2,836-70.1% | $3,600-76.4% | $4,645-81.7% |