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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 | $57,428 | $211,239-72.8% | $178,528-67.8% | $145,877-60.6% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 11.44% | 30.22%-18.8pp | 27.11%-15.7pp | 551.28%-539.8pp |
| Employer contribution / active EE | $3,611 | $4,570-21.0% | $3,950-8.6% | $4,663-22.6% |
| Participant deferral / active EE | $4,242 | $6,963-39.1% | $6,278-32.4% | $6,691-36.6% |
| Admin fee / account holder | $1,639 | $12,095-86.4% | $10,419-84.3% | $13,402-87.8% |