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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 | $47,676 | $80,983-41.1% | $96,544-50.6% | $75,177-36.6% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 16.60% | 27.05%-10.5pp | 25.88%-9.3pp | 160.75%-144.1pp |
| Employer contribution / active EE | $2,437 | $2,282+6.8% | $2,966-17.8% | $2,671-8.7% |
| Participant deferral / active EE | $2,570 | $3,929-34.6% | $4,851-47.0% | $4,126-37.7% |
| Admin fee / account holder | $2,408 | $6,717-64.1% | $8,254-70.8% | $5,651-57.4% |