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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 | $49,807 | $110,337-54.9% | $102,383-51.4% | $145,877-65.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 9.29% | 24.83%-15.5pp | 24.94%-15.6pp | 551.28%-542.0pp |
| Employer contribution / active EE | $2,467 | $4,216-41.5% | $3,870-36.3% | $4,663-47.1% |
| Participant deferral / active EE | $8,160 | $5,621+45.2% | $5,060+61.3% | $6,691+22.0% |
| Admin fee / account holder | $10,020 | $9,750+2.8% | $8,391+19.4% | $13,402-25.2% |