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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 | $31,158 | $111,814-72.1% | $103,374-69.9% | $145,959-78.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 17.13% | 24.77%-7.6pp | 24.89%-7.8pp | 561.95%-544.8pp |
| Employer contribution / active EE | $7,292 | $4,214+73.0% | $3,869+88.4% | $4,661+56.4% |
| Participant deferral / active EE | $6,175 | $5,618+9.9% | $5,058+22.1% | $6,689-7.7% |
| Admin fee / account holder | $2,824 | $9,754-71.0% | $8,394-66.4% | $13,398-78.9% |