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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 | $58,198 | $111,814-48.0% | $103,378-43.7% | $145,978-60.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.90% | 24.80%-12.9pp | 24.91%-13.0pp | 550.52%-538.6pp |
| Employer contribution / active EE | $9,190 | $4,215+118.0% | $3,870+137.4% | $4,662+97.1% |
| Participant deferral / active EE | $4,424 | $5,618-21.3% | $5,058-12.5% | $6,690-33.9% |
| Admin fee / account holder | $4,518 | $9,764-53.7% | $8,401-46.2% | $13,400-66.3% |