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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 | $45,572 | $110,379-58.7% | $102,412-55.5% | $145,884-68.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 9.58% | 24.84%-15.3pp | 24.94%-15.4pp | 551.85%-542.3pp |
| Employer contribution / active EE | $9,936 | $4,216+135.7% | $3,870+156.7% | $4,662+113.1% |
| Participant deferral / active EE | $5,623 | $5,6220% | $5,060+11.1% | $6,690-15.9% |
| Admin fee / account holder | $10,831 | $9,745+11.1% | $8,388+29.1% | $13,392-19.1% |