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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 | $42,631 | $228,352-81.3% | $185,835-77.1% | $158,966-73.2% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 24.91% | 40.81%-15.9pp | 35.96%-11.0pp | 302.95%-278.0pp |
| Employer contribution / active EE | $5,281 | $4,967+6.3% | $4,087+29.2% | $4,762+10.9% |
| Participant deferral / active EE | $11,230 | $6,416+75.0% | $5,633+99.3% | $5,983+87.7% |
| Admin fee / account holder | $1,450 | $11,867-87.8% | $9,502-84.7% | $11,250-87.1% |