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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 | $43,346 | $228,395-81.0% | $185,861-76.7% | $158,982-72.7% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 18.58% | 40.82%-22.2pp | 35.96%-17.4pp | 302.99%-284.4pp |
| Employer contribution / active EE | $5,872 | $4,968+18.2% | $4,088+43.7% | $4,763+23.3% |
| Participant deferral / active EE | $12,595 | $6,417+96.3% | $5,634+123.6% | $5,983+110.5% |
| Admin fee / account holder | $3,865 | $11,869-67.4% | $9,503-59.3% | $11,252-65.7% |