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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 | $39,309 | $100,279-60.8% | $81,353-51.7% | $145,884-73.1% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 8.61% | 34.49%-25.9pp | 24.82%-16.2pp | 551.85%-543.2pp |
| Employer contribution / active EE | $2,857 | $2,979-4.1% | $2,464+16.0% | $4,662-38.7% |
| Participant deferral / active EE | $7,787 | $4,611+68.9% | $3,885+100.5% | $6,690+16.4% |
| Admin fee / account holder | $5,859 | $8,206-28.6% | $5,766+1.6% | $13,392-56.3% |