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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 | $44,647 | $127,387-65.0% | $115,038-61.2% | $125,389-64.4% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 1.53% | 31.28%-29.7pp | 26.14%-24.6pp | 282.24%-280.7pp |
| Employer contribution / active EE | $3,147 | $5,166-39.1% | $4,608-31.7% | $4,866-35.3% |
| Participant deferral / active EE | $3,602 | $6,423-43.9% | $6,026-40.2% | $5,352-32.7% |
| Admin fee / account holder | $19,109 | $9,516+100.8% | $8,175+133.7% | $9,541+100.3% |