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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 | $53,929 | $124,330-56.6% | $109,173-50.6% | $167,536-67.8% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 14.29% | 26.04%-11.8pp | 25.75%-11.5pp | 478.82%-464.5pp |
| Employer contribution / active EE | $5,795 | $4,209+37.7% | $3,723+55.7% | $4,839+19.8% |
| Participant deferral / active EE | $11,230 | $5,256+113.6% | $4,654+141.3% | $6,342+77.1% |
| Admin fee / account holder | $720 | $7,974-91.0% | $6,755-89.3% | $12,315-94.2% |