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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 | $39,766 | $104,251-61.9% | $91,004-56.3% | $147,586-73.1% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 18.72% | 27.06%-8.3pp | 4.60%+14.1pp | 578.59%-559.9pp |
| Employer contribution / active EE | $5,715 | $3,116+83.4% | $2,456+132.7% | $4,876+17.2% |
| Participant deferral / active EE | $4,712 | $4,195+12.3% | $3,548+32.8% | $5,439-13.4% |
| Admin fee / account holder | $1,250 | $8,948-86.0% | $5,417-76.9% | $10,886-88.5% |