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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 | $110,337-50.5% | $102,383-46.6% | $145,877-62.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 12.75% | 24.83%-12.1pp | 24.94%-12.2pp | 551.28%-538.5pp |
| Employer contribution / active EE | $4,415 | $4,216+4.7% | $3,870+14.1% | $4,663-5.3% |
| Participant deferral / active EE | $8,134 | $5,621+44.7% | $5,060+60.8% | $6,691+21.6% |
| Admin fee / account holder | $510 | $9,750-94.8% | $8,391-93.9% | $13,402-96.2% |