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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 | $136,860-60.6% | $120,344-55.2% | $154,746-65.2% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 14.61% | 21.38%-6.8pp | 20.30%-5.7pp | 172.34%-157.7pp |
| Employer contribution / active EE | $4,427 | $3,533+25.3% | $3,020+46.6% | $4,379+1.1% |
| Participant deferral / active EE | $4,464 | $5,793-22.9% | $5,135-13.1% | $6,730-33.7% |
| Admin fee / account holder | $746 | $15,393-95.2% | $12,742-94.1% | $14,365-94.8% |