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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 | $37,514 | $152,460-75.4% | $118,746-68.4% | $147,586-74.6% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.3%+21.7pp | 82.8%+17.2pp |
| Annual return | 18.73% | 17.41%+1.3pp | 24.54%-5.8pp | 578.59%-559.9pp |
| Employer contribution / active EE | $1,999 | $5,046-60.4% | $4,193-52.3% | $4,876-59.0% |
| Participant deferral / active EE | $4,626 | $6,212-25.5% | $5,332-13.2% | $5,439-14.9% |
| Admin fee / account holder | $1,979 | $16,953-88.3% | $10,720-81.5% | $10,886-81.8% |