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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 | $38,255 | $85,196-55.1% | $76,383-49.9% | $145,897-73.8% |
| Participation rate | 100.0% | 82.9%+17.1pp | 79.3%+20.7pp | 80.3%+19.7pp |
| Annual return | 14.17% | 13.13%+1.0pp | 13.79%+0.4pp | 552.29%-538.1pp |
| Employer contribution / active EE | $9,261 | $5,268+75.8% | $4,587+101.9% | $4,663+98.6% |
| Participant deferral / active EE | $12,216 | $6,386+91.3% | $5,474+123.2% | $6,689+82.6% |
| Admin fee / account holder | $4,439 | $5,786-23.3% | $5,147-13.7% | $13,390-66.8% |