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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 | $38,062 | $102,938-63.0% | $94,105-59.6% | $138,895-72.6% |
| Participation rate | 100.0% | 74.6%+25.4pp | 71.9%+28.1pp | 79.9%+20.1pp |
| Annual return | 22.90% | 250.28%-227.4pp | 204.55%-181.7pp | 145.39%-122.5pp |
| Employer contribution / active EE | $5,279 | $2,732+93.3% | $2,504+110.8% | $4,194+25.9% |
| Participant deferral / active EE | $7,316 | $4,196+74.3% | $3,881+88.5% | $6,396+14.4% |
| Admin fee / account holder | $1,261 | $6,600-80.9% | $6,199-79.7% | $12,562-90.0% |