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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 | $54,944 | $228,317-75.9% | $185,808-70.4% | $158,931-65.4% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 18.56% | 40.81%-22.2pp | 35.95%-17.4pp | 302.86%-284.3pp |
| Employer contribution / active EE | $3,810 | $4,964-23.3% | $4,086-6.8% | $4,761-20.0% |
| Participant deferral / active EE | $6,698 | $6,415+4.4% | $5,632+18.9% | $5,982+12.0% |
| Admin fee / account holder | $1,790 | $11,865-84.9% | $9,501-81.2% | $11,247-84.1% |