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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 | $55,103 | $110,379-50.1% | $102,412-46.2% | $145,884-62.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 12.82% | 24.84%-12.0pp | 24.94%-12.1pp | 551.85%-539.0pp |
| Employer contribution / active EE | $3,137 | $4,216-25.6% | $3,870-18.9% | $4,662-32.7% |
| Participant deferral / active EE | $3,737 | $5,622-33.5% | $5,060-26.2% | $6,690-44.1% |
| Admin fee / account holder | $1,298 | $9,745-86.7% | $8,388-84.5% | $13,392-90.3% |