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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 | $75,485 | $138,312-45.4% | $122,979-38.6% | $155,188-51.4% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 12.74% | 22.06%-9.3pp | 20.12%-7.4pp | 148.84%-136.1pp |
| Employer contribution / active EE | $4,798 | $3,530+35.9% | $3,062+56.7% | $4,248+13.0% |
| Participant deferral / active EE | $12,574 | $5,592+124.8% | $5,003+151.3% | $6,531+92.5% |
| Admin fee / account holder | $47,477 | $15,089+214.6% | $12,864+269.1% | $14,480+227.9% |