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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 | $46,832 | $110,379-57.6% | $102,412-54.3% | $145,884-67.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 12.18% | 24.84%-12.7pp | 24.94%-12.8pp | 551.85%-539.7pp |
| Employer contribution / active EE | $4,353 | $4,216+3.2% | $3,870+12.5% | $4,662-6.6% |
| Participant deferral / active EE | $11,823 | $5,622+110.3% | $5,060+133.6% | $6,690+76.7% |
| Admin fee / account holder | $321 | $9,745-96.7% | $8,388-96.2% | $13,392-97.6% |