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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 | $46,414 | $96,731-52.0% | $123,973-62.6% | $86,983-46.6% |
| Participation rate | 100.0% | 70.0%+30.0pp | 76.7%+23.3pp | 69.5%+30.5pp |
| Annual return | 22.44% | 17.33%+5.1pp | 388.13%-365.7pp | 25.83%-3.4pp |
| Employer contribution / active EE | $4,942 | $3,297+49.9% | $4,126+19.8% | $2,584+91.2% |
| Participant deferral / active EE | $7,638 | $4,152+84.0% | $5,247+45.6% | $4,194+82.1% |
| Admin fee / account holder | $1,408 | $8,722-83.9% | $11,799-88.1% | $7,856-82.1% |