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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 | $44,235 | $110,379-59.9% | $102,412-56.8% | $145,884-69.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 13.63% | 24.84%-11.2pp | 24.94%-11.3pp | 551.85%-538.2pp |
| Employer contribution / active EE | $4,770 | $4,216+13.1% | $3,870+23.3% | $4,662+2.3% |
| Participant deferral / active EE | $7,595 | $5,622+35.1% | $5,060+50.1% | $6,690+13.5% |
| Admin fee / account holder | $25,433 | $9,745+161.0% | $8,388+203.2% | $13,392+89.9% |