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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 | $46,415 | $111,814-58.5% | $103,378-55.1% | $145,978-68.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 22.47% | 24.80%-2.3pp | 24.91%-2.4pp | 550.52%-528.0pp |
| Employer contribution / active EE | $2,551 | $4,215-39.5% | $3,870-34.1% | $4,662-45.3% |
| Participant deferral / active EE | $7,417 | $5,618+32.0% | $5,058+46.7% | $6,690+10.9% |
| Admin fee / account holder | $1,804 | $9,764-81.5% | $8,401-78.5% | $13,400-86.5% |