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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 | $48,343 | $93,064-48.1% | $74,577-35.2% | $273,972-82.4% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 14.75% | 26.18%-11.4pp | 20.47%-5.7pp | 41.46%-26.7pp |
| Employer contribution / active EE | $3,911 | $3,160+23.8% | $2,525+54.9% | $4,869-19.7% |
| Participant deferral / active EE | $7,982 | $4,160+91.9% | $3,458+130.8% | $5,287+51.0% |
| Admin fee / account holder | $859 | $5,273-83.7% | $4,138-79.2% | $10,133-91.5% |