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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 | $44,425 | $124,330-64.3% | $109,173-59.3% | $167,536-73.5% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 11.46% | 26.04%-14.6pp | 25.75%-14.3pp | 478.82%-467.4pp |
| Employer contribution / active EE | $6,579 | $4,209+56.3% | $3,723+76.7% | $4,839+36.0% |
| Participant deferral / active EE | $5,017 | $5,256-4.6% | $4,654+7.8% | $6,342-20.9% |
| Admin fee / account holder | $1,536 | $7,974-80.7% | $6,755-77.3% | $12,315-87.5% |