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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 | $48,769 | $102,609-52.5% | $98,090-50.3% | $138,895-64.9% |
| Participation rate | 100.0% | 82.8%+17.2pp | 81.5%+18.5pp | 79.9%+20.1pp |
| Annual return | 12.47% | 36.44%-24.0pp | 37.05%-24.6pp | 145.39%-132.9pp |
| Employer contribution / active EE | $2,292 | $3,867-40.7% | $3,606-36.4% | $4,194-45.3% |
| Participant deferral / active EE | $4,132 | $8,167-49.4% | $7,845-47.3% | $6,396-35.4% |
| Admin fee / account holder | $3,812 | $11,434-66.7% | $11,815-67.7% | $12,562-69.7% |