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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 | $97,289-53.1% | $92,805-50.9% | $155,188-70.6% |
| Participation rate | 100.0% | 84.2%+15.8pp | 83.5%+16.5pp | 80.8%+19.2pp |
| Annual return | 13.22% | 29.03%-15.8pp | 31.59%-18.4pp | 148.84%-135.6pp |
| Employer contribution / active EE | $1,662 | $3,632-54.2% | $3,424-51.4% | $4,248-60.9% |
| Participant deferral / active EE | $4,412 | $8,795-49.8% | $8,448-47.8% | $6,531-32.5% |
| Admin fee / account holder | $2,400 | $12,015-80.0% | $10,911-78.0% | $14,480-83.4% |