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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 | $47,298 | $92,798-49.0% | $96,707-51.1% | $137,256-65.5% |
| Participation rate | 100.0% | 81.6%+18.4pp | 80.4%+19.6pp | 80.0%+20.0pp |
| Annual return | 20.36% | 31.24%-10.9pp | 34.78%-14.4pp | 220.34%-200.0pp |
| Employer contribution / active EE | $3,170 | $4,147-23.6% | $4,191-24.4% | $4,156-23.7% |
| Participant deferral / active EE | $6,891 | $5,877+17.3% | $5,997+14.9% | $6,407+7.6% |
| Admin fee / account holder | $424 | $7,946-94.7% | $7,503-94.4% | $12,270-96.5% |