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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 | $47,396 | $176,794-73.2% | $146,647-67.7% | $167,553-71.7% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 13.30% | 24.04%-10.7pp | 22.75%-9.4pp | 478.89%-465.6pp |
| Employer contribution / active EE | $3,025 | $5,161-41.4% | $4,137-26.9% | $4,840-37.5% |
| Participant deferral / active EE | $3,024 | $6,440-53.1% | $5,506-45.1% | $6,343-52.3% |
| Admin fee / account holder | $793 | $13,262-94.0% | $10,281-92.3% | $12,316-93.6% |