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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 | $40,019 | $100,970-60.4% | $96,576-58.6% | $137,256-70.8% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 14.54% | 38.16%-23.6pp | 38.47%-23.9pp | 220.34%-205.8pp |
| Employer contribution / active EE | $2,349 | $3,809-38.3% | $3,553-33.9% | $4,156-43.5% |
| Participant deferral / active EE | $5,905 | $8,286-28.7% | $7,956-25.8% | $6,407-7.8% |
| Admin fee / account holder | $1,479 | $11,312-86.9% | $11,381-87.0% | $12,270-87.9% |