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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 | $47,541 | $106,247-55.3% | $96,515-50.7% | $139,466-65.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 20.58% | 38.47%-17.9pp | 35.73%-15.1pp | 373.66%-353.1pp |
| Employer contribution / active EE | $3,382 | $4,106-17.6% | $3,740-9.6% | $4,754-28.9% |
| Participant deferral / active EE | $6,464 | $5,456+18.5% | $4,880+32.5% | $6,712-3.7% |
| Admin fee / account holder | $674 | $7,885-91.5% | $6,735-90.0% | $11,409-94.1% |