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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 | $211,105-73.4% | $178,449-68.5% | $145,978-61.5% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 13.17% | 30.19%-17.0pp | 27.09%-13.9pp | 550.52%-537.3pp |
| Employer contribution / active EE | $4,336 | $4,569-5.1% | $3,951+9.7% | $4,662-7.0% |
| Participant deferral / active EE | $5,300 | $6,959-23.8% | $6,277-15.6% | $6,690-20.8% |
| Admin fee / account holder | $833 | $12,017-93.1% | $10,362-92.0% | $13,400-93.8% |