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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 | $162,967-70.9% | $135,792-65.0% | $138,895-65.8% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.6%+27.4pp | 79.9%+20.1pp |
| Annual return | 20.23% | 30.08%-9.9pp | 25.96%-5.7pp | 145.39%-125.2pp |
| Employer contribution / active EE | $1,386 | $4,211-67.1% | $3,496-60.4% | $4,194-67.0% |
| Participant deferral / active EE | $9,664 | $5,640+71.3% | $4,759+103.1% | $6,396+51.1% |
| Admin fee / account holder | $424 | $15,306-97.2% | $12,266-96.5% | $12,562-96.6% |