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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 | $138,312-65.8% | $122,979-61.5% | $155,188-69.5% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 21.24% | 22.06%-0.8pp | 20.12%+1.1pp | 148.84%-127.6pp |
| Employer contribution / active EE | $4,493 | $3,530+27.3% | $3,062+46.7% | $4,248+5.8% |
| Participant deferral / active EE | $8,401 | $5,592+50.2% | $5,003+67.9% | $6,531+28.6% |
| Admin fee / account holder | $3,601 | $15,089-76.1% | $12,864-72.0% | $14,480-75.1% |