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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 | $45,589 | $223,823-79.6% | $211,142-78.4% | $154,746-70.5% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 42.00% | 50.39%-8.4pp | 46.84%-4.8pp | 172.34%-130.3pp |
| Employer contribution / active EE | $4,928 | $6,787-27.4% | $6,442-23.5% | $4,379+12.5% |
| Participant deferral / active EE | $6,964 | $9,750-28.6% | $9,284-25.0% | $6,730+3.5% |
| Admin fee / account holder | $656 | $19,707-96.7% | $19,076-96.6% | $14,365-95.4% |