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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 | $49,220 | $110,410-55.4% | $102,437-52.0% | $145,897-66.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 12.84% | 24.85%-12.0pp | 24.95%-12.1pp | 552.29%-539.4pp |
| Employer contribution / active EE | $9,482 | $4,217+124.8% | $3,871+145.0% | $4,663+103.4% |
| Participant deferral / active EE | $4,914 | $5,622-12.6% | $5,060-2.9% | $6,689-26.5% |
| Admin fee / account holder | $1,437 | $9,745-85.3% | $8,388-82.9% | $13,390-89.3% |