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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 | $39,996 | $110,337-63.8% | $102,383-60.9% | $145,877-72.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 23.67% | 24.83%-1.2pp | 24.94%-1.3pp | 551.28%-527.6pp |
| Employer contribution / active EE | $3,155 | $4,216-25.2% | $3,870-18.5% | $4,663-32.3% |
| Participant deferral / active EE | $8,504 | $5,621+51.3% | $5,060+68.1% | $6,691+27.1% |
| Admin fee / account holder | $1,320 | $9,750-86.5% | $8,391-84.3% | $13,402-90.2% |