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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 | $57,739 | $111,814-48.4% | $103,378-44.1% | $145,978-60.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 10.07% | 24.80%-14.7pp | 24.91%-14.8pp | 550.52%-540.4pp |
| Employer contribution / active EE | $2,959 | $4,215-29.8% | $3,870-23.5% | $4,662-36.5% |
| Participant deferral / active EE | $10,167 | $5,618+81.0% | $5,058+101.0% | $6,690+52.0% |
| Admin fee / account holder | $2,016 | $9,764-79.4% | $8,401-76.0% | $13,400-85.0% |