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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 | $45,507 | $83,477-45.5% | $125,175-63.6% | $72,986-37.7% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 19.27% | 25.78%-6.5pp | 43.79%-24.5pp | 81.01%-61.7pp |
| Employer contribution / active EE | $5,130 | $2,345+118.7% | $3,865+32.7% | $2,440+110.2% |
| Participant deferral / active EE | $5,117 | $3,585+42.7% | $4,937+3.6% | $3,607+41.8% |
| Admin fee / account holder | $712 | $5,517-87.1% | $9,702-92.7% | $5,124-86.1% |