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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 | $136,860-64.5% | $120,344-59.7% | $154,746-68.6% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 14.86% | 21.38%-6.5pp | 20.30%-5.4pp | 172.34%-157.5pp |
| Employer contribution / active EE | $4,878 | $3,533+38.1% | $3,020+61.5% | $4,379+11.4% |
| Participant deferral / active EE | $5,835 | $5,793+0.7% | $5,135+13.6% | $6,730-13.3% |
| Admin fee / account holder | $1,106 | $15,393-92.8% | $12,742-91.3% | $14,365-92.3% |