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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 | $46,619 | $211,224-77.9% | $178,505-73.9% | $145,897-68.0% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 13.44% | 30.28%-16.8pp | 27.16%-13.7pp | 552.29%-538.9pp |
| Employer contribution / active EE | $6,262 | $4,577+36.8% | $3,955+58.3% | $4,663+34.3% |
| Participant deferral / active EE | $3,738 | $6,966-46.3% | $6,280-40.5% | $6,689-44.1% |
| Admin fee / account holder | $4,862 | $12,109-59.8% | $10,428-53.4% | $13,390-63.7% |