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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 | $47,035 | $110,212-57.3% | $96,534-51.3% | $139,466-66.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 16.91% | 26.42%-9.5pp | 25.88%-9.0pp | 373.66%-356.7pp |
| Employer contribution / active EE | $3,044 | $3,620-15.9% | $2,965+2.7% | $4,754-36.0% |
| Participant deferral / active EE | $9,297 | $5,547+67.6% | $4,851+91.6% | $6,712+38.5% |
| Admin fee / account holder | $12,584 | $11,599+8.5% | $8,253+52.5% | $11,409+10.3% |