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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 | $47,569 | $124,351-61.7% | $109,188-56.4% | $167,553-71.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 15.21% | 26.04%-10.8pp | 25.76%-10.5pp | 478.89%-463.7pp |
| Employer contribution / active EE | $4,535 | $4,210+7.7% | $3,723+21.8% | $4,840-6.3% |
| Participant deferral / active EE | $3,165 | $5,257-39.8% | $4,654-32.0% | $6,343-50.1% |
| Admin fee / account holder | $2,163 | $7,975-72.9% | $6,755-68.0% | $12,316-82.4% |