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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 | $48,697 | $100,279-51.4% | $81,353-40.1% | $145,884-66.6% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 23.91% | 34.49%-10.6pp | 24.82%-0.9pp | 551.85%-527.9pp |
| Employer contribution / active EE | $3,594 | $2,979+20.6% | $2,464+45.9% | $4,662-22.9% |
| Participant deferral / active EE | $9,595 | $4,611+108.1% | $3,885+147.0% | $6,690+43.4% |
| Admin fee / account holder | $541 | $8,206-93.4% | $5,766-90.6% | $13,392-96.0% |