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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 | $48,258 | $201,344-76.0% | $184,243-73.8% | $145,877-66.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 11.46% | 29.01%-17.5pp | 28.82%-17.4pp | 551.28%-539.8pp |
| Employer contribution / active EE | $5,317 | $7,022-24.3% | $6,427-17.3% | $4,663+14.0% |
| Participant deferral / active EE | $13,301 | $9,807+35.6% | $9,132+45.6% | $6,691+98.8% |
| Admin fee / account holder | $29,793 | $16,382+81.9% | $13,914+114.1% | $13,402+122.3% |