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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 | $45,837 | $111,814-59.0% | $103,378-55.7% | $145,978-68.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 10.12% | 24.80%-14.7pp | 24.91%-14.8pp | 550.52%-540.4pp |
| Employer contribution / active EE | $3,031 | $4,215-28.1% | $3,870-21.7% | $4,662-35.0% |
| Participant deferral / active EE | $4,351 | $5,618-22.5% | $5,058-14.0% | $6,690-35.0% |
| Admin fee / account holder | $1,307 | $9,764-86.6% | $8,401-84.4% | $13,400-90.2% |