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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 | $44,984 | $70,532-36.2% | $68,948-34.8% | $137,256-67.2% |
| Participation rate | 100.0% | 81.0%+19.0pp | 79.2%+20.8pp | 80.0%+20.0pp |
| Annual return | 23.48% | 32.56%-9.1pp | 28.39%-4.9pp | 220.34%-196.9pp |
| Employer contribution / active EE | $4,651 | $4,355+6.8% | $4,165+11.7% | $4,156+11.9% |
| Participant deferral / active EE | $5,815 | $6,773-14.1% | $6,186-6.0% | $6,407-9.2% |
| Admin fee / account holder | $304 | $7,916-96.2% | $7,539-96.0% | $12,270-97.5% |