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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 | $57,435 | $127,387-54.9% | $115,038-50.1% | $125,389-54.2% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 3.64% | 31.28%-27.6pp | 26.14%-22.5pp | 282.24%-278.6pp |
| Employer contribution / active EE | $41,564 | $5,166+704.5% | $4,608+802.0% | $4,866+754.2% |
| Participant deferral / active EE | $43,891 | $6,423+583.3% | $6,026+628.3% | $5,352+720.2% |
| Admin fee / account holder | $13,021 | $9,516+36.8% | $8,175+59.3% | $9,541+36.5% |