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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 | $53,917 | $124,425-56.7% | $112,040-51.9% | $137,256-60.7% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 14.61% | 24.72%-10.1pp | 24.52%-9.9pp | 220.34%-205.7pp |
| Employer contribution / active EE | $4,427 | $3,411+29.8% | $2,954+49.9% | $4,156+6.5% |
| Participant deferral / active EE | $4,464 | $5,718-21.9% | $5,098-12.4% | $6,407-30.3% |
| Admin fee / account holder | $746 | $15,207-95.1% | $12,098-93.8% | $12,270-93.9% |