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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 | $48,046 | $211,288-77.3% | $178,540-73.1% | $145,884-67.1% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 11.39% | 30.27%-18.9pp | 27.15%-15.8pp | 551.85%-540.5pp |
| Employer contribution / active EE | $1,315 | $4,574-71.3% | $3,953-66.7% | $4,662-71.8% |
| Participant deferral / active EE | $4,136 | $6,967-40.6% | $6,281-34.1% | $6,690-38.2% |
| Admin fee / account holder | $7,342 | $12,105-39.3% | $10,424-29.6% | $13,392-45.2% |