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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 | $47,662 | $211,288-77.4% | $178,540-73.3% | $145,884-67.3% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 21.38% | 30.27%-8.9pp | 27.15%-5.8pp | 551.85%-530.5pp |
| Employer contribution / active EE | $2,427 | $4,574-46.9% | $3,953-38.6% | $4,662-47.9% |
| Participant deferral / active EE | $5,395 | $6,967-22.6% | $6,281-14.1% | $6,690-19.4% |
| Admin fee / account holder | $1,592 | $12,105-86.8% | $10,424-84.7% | $13,392-88.1% |