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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 | $48,705 | $167,522-70.9% | $151,639-67.9% | $134,532-63.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 1.47% | 7.81%-6.3pp | 3.34%-1.9pp | 418.27%-416.8pp |
| Employer contribution / active EE | $14,812 | $6,828+116.9% | $6,165+140.3% | $4,741+212.4% |
| Participant deferral / active EE | $10,254 | $8,986+14.1% | $8,363+22.6% | $6,401+60.2% |
| Admin fee / account holder | $375 | $13,780-97.3% | $11,613-96.8% | $11,429-96.7% |