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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 | $52,857 | $110,410-52.1% | $102,437-48.4% | $145,897-63.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.51% | 24.85%-13.3pp | 24.95%-13.4pp | 552.29%-540.8pp |
| Employer contribution / active EE | $5,985 | $4,217+41.9% | $3,871+54.6% | $4,663+28.4% |
| Participant deferral / active EE | $5,762 | $5,622+2.5% | $5,060+13.9% | $6,689-13.9% |
| Admin fee / account holder | $648 | $9,745-93.4% | $8,388-92.3% | $13,390-95.2% |