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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 | $63,958 | $129,737-50.7% | $119,126-46.3% | $154,746-58.7% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 22.45% | 379.08%-356.6pp | 282.11%-259.7pp | 172.34%-149.9pp |
| Employer contribution / active EE | $2,014 | $4,375-54.0% | $4,034-50.1% | $4,379-54.0% |
| Participant deferral / active EE | $13,570 | $5,842+132.3% | $5,318+155.2% | $6,730+101.6% |
| Admin fee / account holder | $1,504 | $11,961-87.4% | $10,693-85.9% | $14,365-89.5% |