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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 | $47,232 | $106,115-55.5% | $85,969-45.1% | $125,388-62.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 76.5%+23.5pp | 83.2%+16.8pp |
| Annual return | 13.10% | 13.93%-0.8pp | 9.32%+3.8pp | 282.24%-269.1pp |
| Employer contribution / active EE | $1,994 | $4,537-56.1% | $3,474-42.6% | $4,866-59.0% |
| Participant deferral / active EE | $4,833 | $4,859-0.5% | $3,829+26.2% | $5,352-9.7% |
| Admin fee / account holder | $551 | $8,144-93.2% | $6,053-90.9% | $9,541-94.2% |