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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 | $43,985 | $228,352-80.7% | $185,835-76.3% | $158,966-72.3% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 13.25% | 40.81%-27.6pp | 35.96%-22.7pp | 302.95%-289.7pp |
| Employer contribution / active EE | $6,254 | $4,967+25.9% | $4,087+53.0% | $4,762+31.3% |
| Participant deferral / active EE | $1,646 | $6,416-74.3% | $5,633-70.8% | $5,983-72.5% |
| Admin fee / account holder | $2,196 | $11,867-81.5% | $9,502-76.9% | $11,250-80.5% |