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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 | $110,337-55.5% | $102,383-52.1% | $145,877-66.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 9.99% | 24.83%-14.8pp | 24.94%-14.9pp | 551.28%-541.3pp |
| Employer contribution / active EE | $2,125 | $4,216-49.6% | $3,870-45.1% | $4,663-54.4% |
| Participant deferral / active EE | $3,300 | $5,621-41.3% | $5,060-34.8% | $6,691-50.7% |
| Admin fee / account holder | $16,638 | $9,750+70.7% | $8,391+98.3% | $13,402+24.1% |