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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 | $36,219 | $111,814-67.6% | $103,378-65.0% | $145,978-75.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.04% | 24.80%-13.8pp | 24.91%-13.9pp | 550.52%-539.5pp |
| Employer contribution / active EE | $2,572 | $4,215-39.0% | $3,870-33.6% | $4,662-44.8% |
| Participant deferral / active EE | $9,709 | $5,618+72.8% | $5,058+92.0% | $6,690+45.1% |
| Admin fee / account holder | $7,840 | $9,764-19.7% | $8,401-6.7% | $13,400-41.5% |