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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 | $45,593 | $107,666-57.7% | $102,184-55.4% | $154,746-70.5% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 13.22% | 29.33%-16.1pp | 31.58%-18.4pp | 172.34%-159.1pp |
| Employer contribution / active EE | $1,662 | $3,846-56.8% | $3,594-53.7% | $4,379-62.0% |
| Participant deferral / active EE | $4,412 | $8,719-49.4% | $8,309-46.9% | $6,730-34.5% |
| Admin fee / account holder | $2,400 | $12,943-81.5% | $11,609-79.3% | $14,365-83.3% |