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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 | $40,003 | $127,387-68.6% | $115,038-65.2% | $125,389-68.1% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 3.90% | 31.28%-27.4pp | 26.14%-22.2pp | 282.24%-278.3pp |
| Employer contribution / active EE | $3,160 | $5,166-38.8% | $4,608-31.4% | $4,866-35.1% |
| Participant deferral / active EE | $6,829 | $6,423+6.3% | $6,026+13.3% | $5,352+27.6% |
| Admin fee / account holder | $56,010 | $9,516+488.6% | $8,175+585.1% | $9,541+487.1% |