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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 | $50,426 | $174,379-71.1% | $152,093-66.8% | $138,895-63.7% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 11.29% | 74.86%-63.6pp | 66.36%-55.1pp | 145.39%-134.1pp |
| Employer contribution / active EE | $4,891 | $4,652+5.1% | $4,175+17.2% | $4,194+16.6% |
| Participant deferral / active EE | $3,645 | $6,159-40.8% | $5,451-33.1% | $6,396-43.0% |
| Admin fee / account holder | $2,113 | $16,880-87.5% | $14,497-85.4% | $12,562-83.2% |