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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 | $38,902 | $118,496-67.2% | $98,461-60.5% | $139,466-72.1% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 30.47% | 18.96%+11.5pp | 21.17%+9.3pp | 373.66%-343.2pp |
| Employer contribution / active EE | $3,053 | $3,611-15.5% | $3,049+0.1% | $4,754-35.8% |
| Participant deferral / active EE | $6,283 | $5,393+16.5% | $4,738+32.6% | $6,712-6.4% |
| Admin fee / account holder | $1,026 | $14,056-92.7% | $8,961-88.5% | $11,409-91.0% |