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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 | $46,378 | $124,425-62.7% | $112,040-58.6% | $137,256-66.2% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 13.91% | 24.72%-10.8pp | 24.52%-10.6pp | 220.34%-206.4pp |
| Employer contribution / active EE | $4,454 | $3,411+30.6% | $2,954+50.8% | $4,156+7.2% |
| Participant deferral / active EE | $7,136 | $5,718+24.8% | $5,098+40.0% | $6,407+11.4% |
| Admin fee / account holder | $1,771 | $15,207-88.4% | $12,098-85.4% | $12,270-85.6% |