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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 | $46,873 | $113,338-58.6% | $94,993-50.7% | $147,585-68.2% |
| Participation rate | 94.4% | 78.0%+16.5pp | 73.9%+20.6pp | 82.8%+11.6pp |
| Annual return | 14.10% | 20.80%-6.7pp | 27.14%-13.0pp | 578.58%-564.5pp |
| Employer contribution / active EE | $8,333 | $3,160+163.7% | $2,603+220.1% | $4,876+70.9% |
| Participant deferral / active EE | $2,665 | $3,777-29.4% | $3,317-19.7% | $5,439-51.0% |
| Admin fee / account holder | $776 | $6,063-87.2% | $4,960-84.4% | $10,886-92.9% |