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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 | $45,196 | $127,387-64.5% | $115,038-60.7% | $125,389-64.0% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 15.55% | 31.28%-15.7pp | 26.14%-10.6pp | 282.24%-266.7pp |
| Employer contribution / active EE | $3,406 | $5,166-34.1% | $4,608-26.1% | $4,866-30.0% |
| Participant deferral / active EE | $3,025 | $6,423-52.9% | $6,026-49.8% | $5,352-43.5% |
| Admin fee / account holder | $1,044 | $9,516-89.0% | $8,175-87.2% | $9,541-89.1% |