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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 | $54,969 | $110,337-50.2% | $102,383-46.3% | $145,877-62.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 9.22% | 24.83%-15.6pp | 24.94%-15.7pp | 551.28%-542.1pp |
| Employer contribution / active EE | $3,011 | $4,216-28.6% | $3,870-22.2% | $4,663-35.4% |
| Participant deferral / active EE | $7,513 | $5,621+33.7% | $5,060+48.5% | $6,691+12.3% |
| Admin fee / account holder | $1,047 | $9,750-89.3% | $8,391-87.5% | $13,402-92.2% |