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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 | $49,038 | $110,379-55.6% | $102,412-52.1% | $145,884-66.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.55% | 24.84%-13.3pp | 24.94%-13.4pp | 551.85%-540.3pp |
| Employer contribution / active EE | $2,330 | $4,216-44.7% | $3,870-39.8% | $4,662-50.0% |
| Participant deferral / active EE | $5,760 | $5,622+2.5% | $5,060+13.8% | $6,690-13.9% |
| Admin fee / account holder | $1,190 | $9,745-87.8% | $8,388-85.8% | $13,392-91.1% |