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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 | $49,100 | $76,551-35.9% | $123,894-60.4% | $62,881-21.9% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 13.37% | 18.68%-5.3pp | 47.52%-34.1pp | 20.14%-6.8pp |
| Employer contribution / active EE | $3,717 | $2,882+29.0% | $4,617-19.5% | $2,281+63.0% |
| Participant deferral / active EE | $0 | $4,840-100.0% | $5,984-100.0% | $3,203-100.0% |
| Admin fee / account holder | $2,778 | $4,826-42.4% | $8,357-66.8% | $4,296-35.3% |