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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 | $126,661-61.7% | $113,397-57.2% | $138,895-65.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 14.86% | 25.05%-10.2pp | 23.20%-8.3pp | 145.39%-130.5pp |
| Employer contribution / active EE | $4,878 | $3,456+41.1% | $2,977+63.8% | $4,194+16.3% |
| Participant deferral / active EE | $5,835 | $5,693+2.5% | $5,076+14.9% | $6,396-8.8% |
| Admin fee / account holder | $1,106 | $14,549-92.4% | $11,957-90.7% | $12,562-91.2% |