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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 | $49,129 | $70,418-30.2% | $96,570-49.1% | $85,847-42.8% |
| Participation rate | 100.0% | 61.8%+38.2pp | 69.8%+30.2pp | 69.3%+30.7pp |
| Annual return | 18.94% | 18.59%+0.3pp | 37.79%-18.9pp | 318.61%-299.7pp |
| Employer contribution / active EE | $4,174 | $1,413+195.4% | $2,357+77.1% | $2,565+62.7% |
| Participant deferral / active EE | $5,116 | $2,894+76.8% | $3,849+32.9% | $3,952+29.4% |
| Admin fee / account holder | $726 | $4,995-85.5% | $6,182-88.3% | $6,261-88.4% |