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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 | $43,413 | $124,330-65.1% | $109,173-60.2% | $167,536-74.1% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 30.56% | 26.04%+4.5pp | 25.75%+4.8pp | 478.82%-448.3pp |
| Employer contribution / active EE | $3,104 | $4,209-26.2% | $3,723-16.6% | $4,839-35.8% |
| Participant deferral / active EE | $8,172 | $5,256+55.5% | $4,654+75.6% | $6,342+28.9% |
| Admin fee / account holder | $2,224 | $7,974-72.1% | $6,755-67.1% | $12,315-81.9% |