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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 | $50,770 | $106,247-52.2% | $96,515-47.4% | $139,466-63.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 16.36% | 38.47%-22.1pp | 35.73%-19.4pp | 373.66%-357.3pp |
| Employer contribution / active EE | $7,003 | $4,106+70.6% | $3,740+87.3% | $4,754+47.3% |
| Participant deferral / active EE | $8,230 | $5,456+50.9% | $4,880+68.7% | $6,712+22.6% |
| Admin fee / account holder | $1,534 | $7,885-80.5% | $6,735-77.2% | $11,409-86.6% |