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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 | $58,745 | $228,352-74.3% | $185,835-68.4% | $158,966-63.0% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 9.39% | 40.81%-31.4pp | 35.96%-26.6pp | 302.95%-293.6pp |
| Employer contribution / active EE | $4,277 | $4,967-13.9% | $4,087+4.7% | $4,762-10.2% |
| Participant deferral / active EE | $4,114 | $6,416-35.9% | $5,633-27.0% | $5,983-31.2% |
| Admin fee / account holder | $990 | $11,867-91.7% | $9,502-89.6% | $11,250-91.2% |