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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 | $51,791 | $201,259-74.3% | $184,200-71.9% | $145,959-64.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 19.06% | 28.98%-9.9pp | 28.80%-9.7pp | 561.95%-542.9pp |
| Employer contribution / active EE | $1,613 | $7,018-77.0% | $6,424-74.9% | $4,661-65.4% |
| Participant deferral / active EE | $10,167 | $9,806+3.7% | $9,132+11.3% | $6,689+52.0% |
| Admin fee / account holder | $1,198 | $16,372-92.7% | $13,907-91.4% | $13,398-91.1% |