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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 | $54,965 | $124,330-55.8% | $109,173-49.7% | $167,536-67.2% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 14.77% | 26.04%-11.3pp | 25.75%-11.0pp | 478.82%-464.0pp |
| Employer contribution / active EE | $6,682 | $4,209+58.8% | $3,723+79.5% | $4,839+38.1% |
| Participant deferral / active EE | $5,988 | $5,256+13.9% | $4,654+28.7% | $6,342-5.6% |
| Admin fee / account holder | $1,749 | $7,974-78.1% | $6,755-74.1% | $12,315-85.8% |