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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 | $46,878 | $78,672-40.4% | $109,163-57.1% | $85,856-45.4% |
| Participation rate | 98.3% | 68.3%+30.1pp | 75.9%+22.5pp | 69.3%+29.0pp |
| Annual return | 15.22% | 25.09%-9.9pp | 25.75%-10.5pp | 318.58%-303.4pp |
| Employer contribution / active EE | $2,153 | $2,734-21.3% | $3,723-42.2% | $2,565-16.1% |
| Participant deferral / active EE | $6,713 | $3,467+93.6% | $4,654+44.3% | $3,952+69.9% |
| Admin fee / account holder | $478 | $5,470-91.3% | $6,754-92.9% | $6,261-92.4% |