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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 | $56,340 | $149,679-62.4% | $117,039-51.9% | $147,586-61.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 77.2%+22.8pp | 82.8%+17.2pp |
| Annual return | 15.48% | 19.31%-3.8pp | 18.95%-3.5pp | 578.59%-563.1pp |
| Employer contribution / active EE | $1,439 | $4,937-70.9% | $3,785-62.0% | $4,876-70.5% |
| Participant deferral / active EE | $1,779 | $4,912-63.8% | $3,929-54.7% | $5,439-67.3% |
| Admin fee / account holder | $1,692 | $7,856-78.5% | $5,974-71.7% | $10,886-84.5% |