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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 | $46,218 | $109,359-57.7% | $162,171-71.5% | $72,983-36.7% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 18.01% | 25.46%-7.5pp | 115.60%-97.6pp | 81.01%-63.0pp |
| Employer contribution / active EE | $2,032 | $3,907-48.0% | $5,613-63.8% | $2,440-16.7% |
| Participant deferral / active EE | $5,526 | $5,481+0.8% | $7,297-24.3% | $3,608+53.2% |
| Admin fee / account holder | $434 | $7,972-94.6% | $10,843-96.0% | $5,124-91.5% |