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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 | $51,484 | $110,379-53.4% | $102,412-49.7% | $145,884-64.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 10.70% | 24.84%-14.1pp | 24.94%-14.2pp | 551.85%-541.1pp |
| Employer contribution / active EE | $11,235 | $4,216+166.5% | $3,870+190.3% | $4,662+141.0% |
| Participant deferral / active EE | $7,876 | $5,622+40.1% | $5,060+55.6% | $6,690+17.7% |
| Admin fee / account holder | $1,866 | $9,745-80.9% | $8,388-77.8% | $13,392-86.1% |