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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 | $49,738 | $124,425-60.0% | $112,040-55.6% | $137,256-63.8% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 43.38% | 24.72%+18.7pp | 24.52%+18.9pp | 220.34%-177.0pp |
| Employer contribution / active EE | $18,743 | $3,411+449.4% | $2,954+534.5% | $4,156+351.0% |
| Participant deferral / active EE | $46,525 | $5,718+713.6% | $5,098+812.7% | $6,407+626.2% |
| Admin fee / account holder | $7,130 | $15,207-53.1% | $12,098-41.1% | $12,270-41.9% |