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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 | $38,808 | $124,330-68.8% | $109,173-64.5% | $167,536-76.8% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 18.48% | 26.04%-7.6pp | 25.75%-7.3pp | 478.82%-460.3pp |
| Employer contribution / active EE | $7,477 | $4,209+77.6% | $3,723+100.8% | $4,839+54.5% |
| Participant deferral / active EE | $2,290 | $5,256-56.4% | $4,654-50.8% | $6,342-63.9% |
| Admin fee / account holder | $469 | $7,974-94.1% | $6,755-93.1% | $12,315-96.2% |