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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 | $47,327 | $126,661-62.6% | $113,397-58.3% | $138,895-65.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 21.24% | 25.05%-3.8pp | 23.20%-2.0pp | 145.39%-124.2pp |
| Employer contribution / active EE | $4,493 | $3,456+30.0% | $2,977+50.9% | $4,194+7.1% |
| Participant deferral / active EE | $8,401 | $5,693+47.6% | $5,076+65.5% | $6,396+31.3% |
| Admin fee / account holder | $3,601 | $14,549-75.2% | $11,957-69.9% | $12,562-71.3% |