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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 | $50,512 | $127,386-60.3% | $115,037-56.1% | $125,388-59.7% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 4.36% | 31.28%-26.9pp | 26.14%-21.8pp | 282.24%-277.9pp |
| Employer contribution / active EE | $2,011 | $5,166-61.1% | $4,608-56.4% | $4,866-58.7% |
| Participant deferral / active EE | $7,062 | $6,423+9.9% | $6,026+17.2% | $5,352+32.0% |
| Admin fee / account holder | $740 | $9,516-92.2% | $8,175-91.0% | $9,541-92.2% |