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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 | $51,364 | $97,078-47.1% | $103,065-50.2% | $145,897-64.8% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.6%+19.4pp | 80.3%+19.7pp |
| Annual return | 15.80% | 25.49%-9.7pp | 23.95%-8.2pp | 552.29%-536.5pp |
| Employer contribution / active EE | $3,248 | $4,680-30.6% | $4,675-30.5% | $4,663-30.3% |
| Participant deferral / active EE | $9,916 | $6,601+50.2% | $6,625+49.7% | $6,689+48.2% |
| Admin fee / account holder | $607 | $12,505-95.1% | $9,349-93.5% | $13,390-95.5% |