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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 | $46,855 | $111,814-58.1% | $103,374-54.7% | $145,959-67.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 12.13% | 24.77%-12.6pp | 24.89%-12.8pp | 561.95%-549.8pp |
| Employer contribution / active EE | $8,771 | $4,214+108.1% | $3,869+126.7% | $4,661+88.2% |
| Participant deferral / active EE | $5,592 | $5,618-0.5% | $5,058+10.6% | $6,689-16.4% |
| Admin fee / account holder | $1,231 | $9,754-87.4% | $8,394-85.3% | $13,398-90.8% |