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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 | $45,974 | $87,733-47.6% | $106,555-56.9% | $85,847-46.4% |
| Participation rate | 100.0% | 71.9%+28.1pp | 76.1%+23.9pp | 69.3%+30.7pp |
| Annual return | 11.93% | 21.86%-9.9pp | 26.80%-14.9pp | 318.61%-306.7pp |
| Employer contribution / active EE | $1,928 | $2,073-7.0% | $2,819-31.6% | $2,565-24.8% |
| Participant deferral / active EE | $4,535 | $3,469+30.7% | $4,399+3.1% | $3,952+14.7% |
| Admin fee / account holder | $7,991 | $6,767+18.1% | $7,408+7.9% | $6,261+27.6% |