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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 | $47,067 | $135,956-65.4% | $123,894-62.0% | $273,972-82.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 5.45% | 56.63%-51.2pp | 47.52%-42.1pp | 41.46%-36.0pp |
| Employer contribution / active EE | $2,422 | $5,170-53.2% | $4,617-47.5% | $4,869-50.3% |
| Participant deferral / active EE | $2,187 | $6,343-65.5% | $5,984-63.5% | $5,287-58.6% |
| Admin fee / account holder | $6,674 | $9,817-32.0% | $8,357-20.1% | $10,133-34.1% |