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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 | $46,482 | $45,043+3.2% | $63,005-26.2% | $70,124-33.7% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 15.61% | 18.76%-3.2pp | 87.59%-72.0pp | 73.14%-57.5pp |
| Employer contribution / active EE | $2,262 | $2,052+10.2% | $2,760-18.0% | $2,342-3.4% |
| Participant deferral / active EE | $4,428 | $2,466+79.6% | $3,329+33.0% | $3,332+32.9% |
| Admin fee / account holder | $2,019 | $2,833-28.7% | $3,599-43.9% | $4,645-56.5% |