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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 | $45,023 | $106,974-57.9% | $90,796-50.4% | $138,895-67.6% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.5%+30.5pp | 79.9%+20.1pp |
| Annual return | 13.22% | 20.10%-6.9pp | 19.29%-6.1pp | 145.39%-132.2pp |
| Employer contribution / active EE | $1,964 | $2,609-24.7% | $2,294-14.4% | $4,194-53.2% |
| Participant deferral / active EE | $4,673 | $4,455+4.9% | $3,822+22.3% | $6,396-26.9% |
| Admin fee / account holder | $5,543 | $8,626-35.7% | $7,024-21.1% | $12,562-55.9% |