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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 | $48,542 | $124,425-61.0% | $112,040-56.7% | $137,256-64.6% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 14.86% | 24.72%-9.9pp | 24.52%-9.7pp | 220.34%-205.5pp |
| Employer contribution / active EE | $4,878 | $3,411+43.0% | $2,954+65.1% | $4,156+17.4% |
| Participant deferral / active EE | $5,835 | $5,718+2.0% | $5,098+14.5% | $6,407-8.9% |
| Admin fee / account holder | $1,106 | $15,207-92.7% | $12,098-90.9% | $12,270-91.0% |