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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 | $138,312-64.9% | $122,979-60.5% | $155,188-68.7% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 14.86% | 22.06%-7.2pp | 20.12%-5.3pp | 148.84%-134.0pp |
| Employer contribution / active EE | $4,878 | $3,530+38.2% | $3,062+59.3% | $4,248+14.8% |
| Participant deferral / active EE | $5,835 | $5,592+4.3% | $5,003+16.6% | $6,531-10.7% |
| Admin fee / account holder | $1,106 | $15,089-92.7% | $12,864-91.4% | $14,480-92.4% |