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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 | $49,638 | $72,177-31.2% | $115,038-56.9% | $59,633-16.8% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | 22.94% | 12.02%+10.9pp | 26.14%-3.2pp | 2041.45%-2018.5pp |
| Employer contribution / active EE | $2,143 | $2,841-24.6% | $4,608-53.5% | $2,203-2.7% |
| Participant deferral / active EE | $4,239 | $4,783-11.4% | $6,026-29.7% | $3,192+32.8% |
| Admin fee / account holder | $565 | $4,927-88.5% | $8,175-93.1% | $4,297-86.9% |