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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 | $40,257 | $197,603-79.6% | $177,827-77.4% | $158,950-74.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 24.62% | 58.76%-34.1pp | 48.32%-23.7pp | 302.91%-278.3pp |
| Employer contribution / active EE | $1,685 | $6,698-74.8% | $5,918-71.5% | $4,762-64.6% |
| Participant deferral / active EE | $5,696 | $8,404-32.2% | $7,713-26.2% | $5,983-4.8% |
| Admin fee / account holder | $460 | $15,402-97.0% | $12,429-96.3% | $11,248-95.9% |