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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 | $40,333 | $104,251-61.3% | $91,004-55.7% | $147,586-72.7% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 19.45% | 27.06%-7.6pp | 4.60%+14.9pp | 578.59%-559.1pp |
| Employer contribution / active EE | $4,571 | $3,116+46.7% | $2,456+86.2% | $4,876-6.3% |
| Participant deferral / active EE | $4,971 | $4,195+18.5% | $3,548+40.1% | $5,439-8.6% |
| Admin fee / account holder | $2,550 | $8,948-71.5% | $5,417-52.9% | $10,886-76.6% |