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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 | $29,321 | $111,814-73.8% | $103,378-71.6% | $145,978-79.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.45% | 24.80%-13.4pp | 24.91%-13.5pp | 550.52%-539.1pp |
| Employer contribution / active EE | $2,200 | $4,215-47.8% | $3,870-43.2% | $4,662-52.8% |
| Participant deferral / active EE | $5,347 | $5,618-4.8% | $5,058+5.7% | $6,690-20.1% |
| Admin fee / account holder | $1,663 | $9,764-83.0% | $8,401-80.2% | $13,400-87.6% |