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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 | $45,192 | $72,273-37.5% | $101,275-55.4% | $79,856-43.4% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 18.27% | 22.30%-4.0pp | 46.48%-28.2pp | 31.71%-13.4pp |
| Employer contribution / active EE | $4,678 | $2,691+73.8% | $3,660+27.8% | $2,471+89.3% |
| Participant deferral / active EE | $6,338 | $3,282+93.1% | $4,371+45.0% | $3,741+69.4% |
| Admin fee / account holder | $629 | $4,401-85.7% | $5,948-89.4% | $5,306-88.1% |