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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 | $107,733-55.6% | $92,985-48.5% | $154,746-69.1% |
| Participation rate | 100.0% | 74.6%+25.4pp | 69.5%+30.5pp | 80.7%+19.3pp |
| Annual return | 20.48% | 30.39%-9.9pp | 27.99%-7.5pp | 172.34%-151.9pp |
| Employer contribution / active EE | $3,893 | $3,126+24.5% | $2,662+46.2% | $4,379-11.1% |
| Participant deferral / active EE | $5,539 | $5,053+9.6% | $4,377+26.5% | $6,730-17.7% |
| Admin fee / account holder | $394 | $11,369-96.5% | $9,463-95.8% | $14,365-97.3% |