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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 | $58,465 | $110,410-47.0% | $102,437-42.9% | $145,897-59.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 10.00% | 24.85%-14.9pp | 24.95%-14.9pp | 552.29%-542.3pp |
| Employer contribution / active EE | $2,116 | $4,217-49.8% | $3,871-45.3% | $4,663-54.6% |
| Participant deferral / active EE | $10,165 | $5,622+80.8% | $5,060+100.9% | $6,689+52.0% |
| Admin fee / account holder | $5,532 | $9,745-43.2% | $8,388-34.0% | $13,390-58.7% |