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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 | $48,344 | $99,343-51.3% | $84,751-43.0% | $273,968-82.4% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 4.06% | 22.93%-18.9pp | 22.78%-18.7pp | 41.45%-37.4pp |
| Employer contribution / active EE | $17,622 | $4,214+318.2% | $3,574+393.0% | $4,869+262.0% |
| Participant deferral / active EE | $2,621 | $4,269-38.6% | $3,712-29.4% | $5,287-50.4% |
| Admin fee / account holder | $464 | $6,645-93.0% | $5,333-91.3% | $10,132-95.4% |