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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 | $48,795 | $109,372-55.4% | $89,414-45.4% | $158,966-69.3% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 28.19% | 345.55%-317.4pp | 245.50%-217.3pp | 302.95%-274.8pp |
| Employer contribution / active EE | $4,152 | $3,171+30.9% | $2,586+60.5% | $4,762-12.8% |
| Participant deferral / active EE | $4,603 | $4,598+0.1% | $3,890+18.3% | $5,983-23.1% |
| Admin fee / account holder | $2,803 | $6,156-54.5% | $4,883-42.6% | $11,250-75.1% |