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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 | $44,667 | $118,496-62.3% | $98,461-54.6% | $139,466-68.0% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 13.13% | 18.96%-5.8pp | 21.17%-8.0pp | 373.66%-360.5pp |
| Employer contribution / active EE | $4,935 | $3,611+36.7% | $3,049+61.9% | $4,754+3.8% |
| Participant deferral / active EE | $2,953 | $5,393-45.2% | $4,738-37.7% | $6,712-56.0% |
| Admin fee / account holder | $3,079 | $14,056-78.1% | $8,961-65.6% | $11,409-73.0% |