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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 | $47,487 | $161,352-70.6% | $134,172-64.6% | $137,256-65.4% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 20.23% | 28.72%-8.5pp | 25.30%-5.1pp | 220.34%-200.1pp |
| Employer contribution / active EE | $1,386 | $4,099-66.2% | $3,420-59.5% | $4,156-66.7% |
| Participant deferral / active EE | $9,664 | $5,552+74.0% | $4,690+106.0% | $6,407+50.8% |
| Admin fee / account holder | $424 | $15,028-97.2% | $12,016-96.5% | $12,270-96.5% |