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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 | $58,348 | $111,814-47.8% | $103,374-43.6% | $145,959-60.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 9.26% | 24.77%-15.5pp | 24.89%-15.6pp | 561.95%-552.7pp |
| Employer contribution / active EE | $15,127 | $4,214+259.0% | $3,869+290.9% | $4,661+224.6% |
| Participant deferral / active EE | $14,729 | $5,618+162.2% | $5,058+191.2% | $6,689+120.2% |
| Admin fee / account holder | $2,159 | $9,754-77.9% | $8,394-74.3% | $13,398-83.9% |