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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 | $111,814-60.4% | $103,378-57.2% | $145,978-69.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 13.63% | 24.80%-11.2pp | 24.91%-11.3pp | 550.52%-536.9pp |
| Employer contribution / active EE | $4,770 | $4,215+13.2% | $3,870+23.2% | $4,662+2.3% |
| Participant deferral / active EE | $7,595 | $5,618+35.2% | $5,058+50.2% | $6,690+13.5% |
| Admin fee / account holder | $25,433 | $9,764+160.5% | $8,401+202.7% | $13,400+89.8% |