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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 | $54,763-15.7% | $90,324-48.9% | $72,976-36.7% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 20.21% | 30.63%-10.4pp | 78.15%-57.9pp | 81.02%-60.8pp |
| Employer contribution / active EE | $3,147 | $2,093+50.3% | $2,856+10.2% | $2,440+29.0% |
| Participant deferral / active EE | $4,911 | $2,887+70.1% | $3,885+26.4% | $3,608+36.1% |
| Admin fee / account holder | $1,643 | $3,973-58.7% | $5,356-69.3% | $5,124-67.9% |