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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 | $31,700 | $110,337-71.3% | $102,383-69.0% | $145,877-78.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 10.94% | 24.83%-13.9pp | 24.94%-14.0pp | 551.28%-540.3pp |
| Employer contribution / active EE | $4,405 | $4,216+4.5% | $3,870+13.8% | $4,663-5.5% |
| Participant deferral / active EE | $10,411 | $5,621+85.2% | $5,060+105.8% | $6,691+55.6% |
| Admin fee / account holder | $1,484 | $9,750-84.8% | $8,391-82.3% | $13,402-88.9% |