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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 | $211,105-72.8% | $178,449-67.8% | $145,978-60.7% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 11.44% | 30.19%-18.7pp | 27.09%-15.6pp | 550.52%-539.1pp |
| Employer contribution / active EE | $3,611 | $4,569-21.0% | $3,951-8.6% | $4,662-22.5% |
| Participant deferral / active EE | $4,242 | $6,959-39.0% | $6,277-32.4% | $6,690-36.6% |
| Admin fee / account holder | $1,639 | $12,017-86.4% | $10,362-84.2% | $13,400-87.8% |