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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 | $40,045 | $110,337-63.7% | $102,383-60.9% | $145,877-72.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 24.90% | 24.83%+0.1pp | 24.94%0pp | 551.28%-526.4pp |
| Employer contribution / active EE | $6,099 | $4,216+44.7% | $3,870+57.6% | $4,663+30.8% |
| Participant deferral / active EE | $4,830 | $5,621-14.1% | $5,060-4.5% | $6,691-27.8% |
| Admin fee / account holder | $1,128 | $9,750-88.4% | $8,391-86.6% | $13,402-91.6% |