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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 | $44,744 | $71,215-37.2% | $93,696-52.2% | $80,935-44.7% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.7%+32.3pp |
| Annual return | 12.74% | 11.27%+1.5pp | 133.74%-121.0pp | 35.66%-22.9pp |
| Employer contribution / active EE | $3,771 | $1,565+140.9% | $2,422+55.7% | $2,757+36.8% |
| Participant deferral / active EE | $6,536 | $4,037+61.9% | $4,417+48.0% | $4,299+52.0% |
| Admin fee / account holder | $4,769 | $6,958-31.5% | $8,287-42.4% | $6,924-31.1% |