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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 | $49,719 | $59,804-16.9% | $81,982-39.4% | $79,856-37.7% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.3%+30.7pp | 69.6%+30.4pp |
| Annual return | 12.33% | 17.56%-5.2pp | 41.31%-29.0pp | 31.71%-19.4pp |
| Employer contribution / active EE | $3,071 | $1,713+79.3% | $2,498+22.9% | $2,471+24.3% |
| Participant deferral / active EE | $2,346 | $2,695-12.9% | $3,722-37.0% | $3,741-37.3% |
| Admin fee / account holder | $9,202 | $4,288+114.6% | $5,665+62.4% | $5,306+73.4% |