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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 | $50,420 | $100,262-49.7% | $81,370-38.0% | $145,897-65.4% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 12.06% | 34.52%-22.5pp | 24.85%-12.8pp | 552.29%-540.2pp |
| Employer contribution / active EE | $3,120 | $2,979+4.7% | $2,464+26.6% | $4,663-33.1% |
| Participant deferral / active EE | $8,340 | $4,612+80.8% | $3,885+114.7% | $6,689+24.7% |
| Admin fee / account holder | $7,467 | $8,163-8.5% | $5,749+29.9% | $13,390-44.2% |