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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 | $228,395-75.9% | $185,861-70.4% | $158,982-65.4% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 18.56% | 40.82%-22.3pp | 35.96%-17.4pp | 302.99%-284.4pp |
| Employer contribution / active EE | $3,810 | $4,968-23.3% | $4,088-6.8% | $4,763-20.0% |
| Participant deferral / active EE | $6,698 | $6,417+4.4% | $5,634+18.9% | $5,983+11.9% |
| Admin fee / account holder | $1,790 | $11,869-84.9% | $9,503-81.2% | $11,252-84.1% |