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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 | $24,205 | $111,814-78.4% | $103,374-76.6% | $145,959-83.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 9.07% | 24.77%-15.7pp | 24.89%-15.8pp | 561.95%-552.9pp |
| Employer contribution / active EE | $2,685 | $4,214-36.3% | $3,869-30.6% | $4,661-42.4% |
| Participant deferral / active EE | $5,941 | $5,618+5.8% | $5,058+17.5% | $6,689-11.2% |
| Admin fee / account holder | $11,065 | $9,754+13.4% | $8,394+31.8% | $13,398-17.4% |