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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 | $48,873 | $100,003-51.1% | $146,685-66.7% | $85,856-43.1% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 15.14% | 18.93%-3.8pp | 22.75%-7.6pp | 318.58%-303.4pp |
| Employer contribution / active EE | $2,271 | $2,559-11.3% | $4,137-45.1% | $2,565-11.5% |
| Participant deferral / active EE | $4,437 | $4,006+10.7% | $5,507-19.4% | $3,952+12.3% |
| Admin fee / account holder | $3,468 | $7,704-55.0% | $10,281-66.3% | $6,261-44.6% |