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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 | $39,986 | $69,518-42.5% | $59,887-33.2% | $135,379-70.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | 16.30% | 7.95%+8.3pp | 3.46%+12.8pp | 519.79%-503.5pp |
| Employer contribution / active EE | $7,244 | $3,235+123.9% | $2,722+166.1% | $4,779+51.6% |
| Participant deferral / active EE | $2,985 | $4,204-29.0% | $3,402-12.3% | $5,609-46.8% |
| Admin fee / account holder | $1,497 | $5,734-73.9% | $3,591-58.3% | $10,828-86.2% |