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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 | $37,469 | $99,345-62.3% | $84,753-55.8% | $273,972-86.3% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 15.59% | 22.93%-7.3pp | 22.78%-7.2pp | 41.46%-25.9pp |
| Employer contribution / active EE | $4,426 | $4,214+5.0% | $3,574+23.8% | $4,869-9.1% |
| Participant deferral / active EE | $5,127 | $4,270+20.1% | $3,712+38.1% | $5,287-3.0% |
| Admin fee / account holder | $372 | $6,645-94.4% | $5,333-93.0% | $10,133-96.3% |