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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 | $43,846 | $46,599-5.9% | $64,101-31.6% | $75,173-41.7% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 35.09% | 26.06%+9.0pp | 33.72%+1.4pp | 160.72%-125.6pp |
| Employer contribution / active EE | $4,018 | $1,975+103.4% | $2,749+46.2% | $2,671+50.4% |
| Participant deferral / active EE | $4,753 | $2,837+67.5% | $3,881+22.5% | $4,126+15.2% |
| Admin fee / account holder | $439 | $2,956-85.2% | $3,070-85.7% | $5,651-92.2% |