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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 | $51,008 | $111,814-54.4% | $103,374-50.7% | $145,959-65.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 9.85% | 24.77%-14.9pp | 24.89%-15.0pp | 561.95%-552.1pp |
| Employer contribution / active EE | $3,563 | $4,214-15.4% | $3,869-7.9% | $4,661-23.6% |
| Participant deferral / active EE | $3,887 | $5,618-30.8% | $5,058-23.1% | $6,689-41.9% |
| Admin fee / account holder | $8,681 | $9,754-11.0% | $8,394+3.4% | $13,398-35.2% |