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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 | $52,495 | $111,814-53.1% | $103,374-49.2% | $145,959-64.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 12.34% | 24.77%-12.4pp | 24.89%-12.5pp | 561.95%-549.6pp |
| Employer contribution / active EE | $4,826 | $4,214+14.5% | $3,869+24.7% | $4,661+3.5% |
| Participant deferral / active EE | $3,133 | $5,618-44.2% | $5,058-38.0% | $6,689-53.2% |
| Admin fee / account holder | $1,449 | $9,754-85.1% | $8,394-82.7% | $13,398-89.2% |