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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 | $54,624 | $111,814-51.1% | $103,374-47.2% | $145,959-62.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 12.75% | 24.77%-12.0pp | 24.89%-12.1pp | 561.95%-549.2pp |
| Employer contribution / active EE | $4,415 | $4,214+4.8% | $3,869+14.1% | $4,661-5.3% |
| Participant deferral / active EE | $8,134 | $5,618+44.8% | $5,058+60.8% | $6,689+21.6% |
| Admin fee / account holder | $510 | $9,754-94.8% | $8,394-93.9% | $13,398-96.2% |