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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 | $31,353 | $110,379-71.6% | $102,412-69.4% | $145,884-78.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 9.21% | 24.84%-15.6pp | 24.94%-15.7pp | 551.85%-542.6pp |
| Employer contribution / active EE | $3,104 | $4,216-26.4% | $3,870-19.8% | $4,662-33.4% |
| Participant deferral / active EE | $3,810 | $5,622-32.2% | $5,060-24.7% | $6,690-43.0% |
| Admin fee / account holder | $2,449 | $9,745-74.9% | $8,388-70.8% | $13,392-81.7% |