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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 | $42,040 | $73,978-43.2% | $96,515-56.4% | $75,173-44.1% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 21.78% | 26.72%-4.9pp | 35.73%-13.9pp | 160.72%-138.9pp |
| Employer contribution / active EE | $4,682 | $2,931+59.7% | $3,740+25.2% | $2,671+75.3% |
| Participant deferral / active EE | $4,497 | $3,660+22.9% | $4,880-7.8% | $4,126+9.0% |
| Admin fee / account holder | $698 | $5,219-86.6% | $6,735-89.6% | $5,651-87.6% |