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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 | $43,730 | $48,078-9.0% | $78,676-44.4% | $62,881-30.5% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 7.44% | 31.36%-23.9pp | 62.19%-54.7pp | 20.14%-12.7pp |
| Employer contribution / active EE | $2,583 | $2,015+28.2% | $2,850-9.4% | $2,281+13.3% |
| Participant deferral / active EE | $4,335 | $2,587+67.6% | $3,517+23.3% | $3,203+35.4% |
| Admin fee / account holder | $467 | $3,206-85.4% | $4,510-89.7% | $4,296-89.1% |