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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 | $46,931 | $72,273-35.1% | $101,275-53.7% | $79,856-41.2% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 21.58% | 22.30%-0.7pp | 46.48%-24.9pp | 31.71%-10.1pp |
| Employer contribution / active EE | $12,261 | $2,691+355.6% | $3,660+235.0% | $2,471+396.1% |
| Participant deferral / active EE | $4,227 | $3,282+28.8% | $4,371-3.3% | $3,741+13.0% |
| Admin fee / account holder | $501 | $4,401-88.6% | $5,948-91.6% | $5,306-90.6% |