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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 | $44,366 | $87,106-49.1% | $105,607-58.0% | $80,935-45.2% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.7%+32.3pp |
| Annual return | 11.75% | 17.01%-5.3pp | 116.11%-104.4pp | 35.66%-23.9pp |
| Employer contribution / active EE | $4,105 | $2,396+71.3% | $3,167+29.6% | $2,757+48.9% |
| Participant deferral / active EE | $2,358 | $3,986-40.8% | $5,011-52.9% | $4,299-45.2% |
| Admin fee / account holder | $11,278 | $8,447+33.5% | $10,958+2.9% | $6,924+62.9% |