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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 | $46,909 | $76,371-38.6% | $93,621-49.9% | $72,976-35.7% |
| Participation rate | 100.0% | 71.8%+28.2pp | 75.8%+24.2pp | 69.5%+30.5pp |
| Annual return | 20.85% | 25.82%-5.0pp | 32.76%-11.9pp | 81.02%-60.2pp |
| Employer contribution / active EE | $3,846 | $2,276+69.0% | $2,719+41.5% | $2,440+57.6% |
| Participant deferral / active EE | $1,885 | $3,538-46.7% | $4,070-53.7% | $3,608-47.7% |
| Admin fee / account holder | $5,535 | $6,839-19.1% | $7,890-29.8% | $5,124+8.0% |