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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 | $56,217 | $211,288-73.4% | $178,540-68.5% | $145,884-61.5% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 13.17% | 30.27%-17.1pp | 27.15%-14.0pp | 551.85%-538.7pp |
| Employer contribution / active EE | $4,336 | $4,574-5.2% | $3,953+9.7% | $4,662-7.0% |
| Participant deferral / active EE | $5,300 | $6,967-23.9% | $6,281-15.6% | $6,690-20.8% |
| Admin fee / account holder | $833 | $12,105-93.1% | $10,424-92.0% | $13,392-93.8% |