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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 | $52,353 | $106,247-50.7% | $96,515-45.8% | $139,466-62.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 19.47% | 38.47%-19.0pp | 35.73%-16.3pp | 373.66%-354.2pp |
| Employer contribution / active EE | $3,123 | $4,106-23.9% | $3,740-16.5% | $4,754-34.3% |
| Participant deferral / active EE | $7,345 | $5,456+34.6% | $4,880+50.5% | $6,712+9.4% |
| Admin fee / account holder | $736 | $7,885-90.7% | $6,735-89.1% | $11,409-93.5% |