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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 | $47,252 | $106,280-55.5% | $96,538-51.1% | $139,487-66.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 16.47% | 38.48%-22.0pp | 35.74%-19.3pp | 373.84%-357.4pp |
| Employer contribution / active EE | $3,310 | $4,107-19.4% | $3,740-11.5% | $4,755-30.4% |
| Participant deferral / active EE | $5,845 | $5,457+7.1% | $4,880+19.8% | $6,713-12.9% |
| Admin fee / account holder | $2,875 | $7,888-63.6% | $6,737-57.3% | $11,407-74.8% |