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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 | $49,076 | $110,410-55.6% | $102,437-52.1% | $145,897-66.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 9.99% | 24.85%-14.9pp | 24.95%-15.0pp | 552.29%-542.3pp |
| Employer contribution / active EE | $2,125 | $4,217-49.6% | $3,871-45.1% | $4,663-54.4% |
| Participant deferral / active EE | $3,300 | $5,622-41.3% | $5,060-34.8% | $6,689-50.7% |
| Admin fee / account holder | $16,638 | $9,745+70.7% | $8,388+98.4% | $13,390+24.3% |