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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 | $49,727 | $107,733-53.8% | $92,985-46.5% | $154,746-67.9% |
| Participation rate | 100.0% | 74.6%+25.4pp | 69.5%+30.5pp | 80.7%+19.3pp |
| Annual return | 7.94% | 30.39%-22.5pp | 27.99%-20.1pp | 172.34%-164.4pp |
| Employer contribution / active EE | $5,500 | $3,126+75.9% | $2,662+106.6% | $4,379+25.6% |
| Participant deferral / active EE | $0 | $5,053-100.0% | $4,377-100.0% | $6,730-100.0% |
| Admin fee / account holder | $414 | $11,369-96.4% | $9,463-95.6% | $14,365-97.1% |