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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 | $46,885 | $106,280-55.9% | $96,538-51.4% | $139,487-66.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 16.62% | 38.48%-21.9pp | 35.74%-19.1pp | 373.84%-357.2pp |
| Employer contribution / active EE | $4,194 | $4,107+2.1% | $3,740+12.1% | $4,755-11.8% |
| Participant deferral / active EE | $11,313 | $5,457+107.3% | $4,880+131.8% | $6,713+68.5% |
| Admin fee / account holder | $1,679 | $7,888-78.7% | $6,737-75.1% | $11,407-85.3% |