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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 | $44,501 | $172,111-74.1% | $150,298-70.4% | $137,256-67.6% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 18.18% | 69.37%-51.2pp | 62.79%-44.6pp | 220.34%-202.2pp |
| Employer contribution / active EE | $3,393 | $4,636-26.8% | $4,154-18.3% | $4,156-18.4% |
| Participant deferral / active EE | $2,347 | $6,166-61.9% | $5,453-57.0% | $6,407-63.4% |
| Admin fee / account holder | $432 | $16,471-97.4% | $14,116-96.9% | $12,270-96.5% |