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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 | $47,815 | $118,488-59.6% | $98,462-51.4% | $139,487-65.7% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 13.50% | 18.96%-5.5pp | 21.17%-7.7pp | 373.84%-360.3pp |
| Employer contribution / active EE | $4,527 | $3,611+25.4% | $3,049+48.5% | $4,755-4.8% |
| Participant deferral / active EE | $10,434 | $5,393+93.5% | $4,738+120.2% | $6,713+55.4% |
| Admin fee / account holder | $2,484 | $13,868-82.1% | $8,875-72.0% | $11,407-78.2% |