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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 | $44,676 | $211,224-78.8% | $178,505-75.0% | $145,897-69.4% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 13.81% | 30.28%-16.5pp | 27.16%-13.3pp | 552.29%-538.5pp |
| Employer contribution / active EE | $2,716 | $4,577-40.6% | $3,955-31.3% | $4,663-41.7% |
| Participant deferral / active EE | $3,773 | $6,966-45.8% | $6,280-39.9% | $6,689-43.6% |
| Admin fee / account holder | $622 | $12,109-94.9% | $10,428-94.0% | $13,390-95.4% |