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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 | $44,283 | $124,314-64.4% | $109,163-59.4% | $167,518-73.6% |
| Participation rate | 92.9% | 79.4%+13.4pp | 75.9%+17.0pp | 82.1%+10.7pp |
| Annual return | 17.89% | 26.04%-8.2pp | 25.75%-7.9pp | 478.71%-460.8pp |
| Employer contribution / active EE | $11,129 | $4,209+164.4% | $3,723+199.0% | $4,838+130.0% |
| Participant deferral / active EE | $11,142 | $5,256+112.0% | $4,654+139.4% | $6,342+75.7% |
| Admin fee / account holder | $2,907 | $7,973-63.5% | $6,754-57.0% | $12,312-76.4% |