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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 | $60,411 | $124,425-51.4% | $112,040-46.1% | $137,256-56.0% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 14.95% | 24.72%-9.8pp | 24.52%-9.6pp | 220.34%-205.4pp |
| Employer contribution / active EE | $4,334 | $3,411+27.0% | $2,954+46.7% | $4,156+4.3% |
| Participant deferral / active EE | $4,821 | $5,718-15.7% | $5,098-5.4% | $6,407-24.8% |
| Admin fee / account holder | $764 | $15,207-95.0% | $12,098-93.7% | $12,270-93.8% |