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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 | $47,881 | $87,166-45.1% | $76,735-37.6% | $137,256-65.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 20.48% | 26.50%-6.0pp | 29.77%-9.3pp | 220.34%-199.9pp |
| Employer contribution / active EE | $3,893 | $2,904+34.0% | $2,454+58.6% | $4,156-6.3% |
| Participant deferral / active EE | $5,539 | $4,726+17.2% | $4,088+35.5% | $6,407-13.6% |
| Admin fee / account holder | $394 | $8,403-95.3% | $7,189-94.5% | $12,270-96.8% |