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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 | $48,179 | $140,592-65.7% | $123,105-60.9% | $125,389-61.6% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | 2.38% | 16.80%-14.4pp | 13.22%-10.8pp | 282.24%-279.9pp |
| Employer contribution / active EE | $3,260 | $6,041-46.0% | $5,151-36.7% | $4,866-33.0% |
| Participant deferral / active EE | $15,322 | $6,980+119.5% | $6,229+146.0% | $5,352+186.3% |
| Admin fee / account holder | $2,167 | $11,198-80.7% | $9,014-76.0% | $9,541-77.3% |