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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 | $46,179 | $54,757-15.7% | $90,300-48.9% | $72,983-36.7% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 20.21% | 30.63%-10.4pp | 78.11%-57.9pp | 81.01%-60.8pp |
| Employer contribution / active EE | $3,147 | $2,092+50.4% | $2,854+10.3% | $2,440+29.0% |
| Participant deferral / active EE | $4,911 | $2,887+70.1% | $3,884+26.4% | $3,608+36.1% |
| Admin fee / account holder | $1,643 | $3,972-58.6% | $5,353-69.3% | $5,124-67.9% |