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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 | $54,163 | $110,379-50.9% | $102,412-47.1% | $145,884-62.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 10.07% | 24.84%-14.8pp | 24.94%-14.9pp | 551.85%-541.8pp |
| Employer contribution / active EE | $7,092 | $4,216+68.2% | $3,870+83.3% | $4,662+52.1% |
| Participant deferral / active EE | $4,833 | $5,622-14.0% | $5,060-4.5% | $6,690-27.8% |
| Admin fee / account holder | $443 | $9,745-95.5% | $8,388-94.7% | $13,392-96.7% |