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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 | $39,888 | $110,337-63.8% | $102,383-61.0% | $145,877-72.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 10.43% | 24.83%-14.4pp | 24.94%-14.5pp | 551.28%-540.9pp |
| Employer contribution / active EE | $3,953 | $4,216-6.2% | $3,870+2.1% | $4,663-15.2% |
| Participant deferral / active EE | $11,483 | $5,621+104.3% | $5,060+127.0% | $6,691+71.6% |
| Admin fee / account holder | $921 | $9,750-90.6% | $8,391-89.0% | $13,402-93.1% |