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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 | $110,379-47.3% | $102,412-43.2% | $145,884-60.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.90% | 24.84%-12.9pp | 24.94%-13.0pp | 551.85%-540.0pp |
| Employer contribution / active EE | $9,190 | $4,216+118.0% | $3,870+137.5% | $4,662+97.1% |
| Participant deferral / active EE | $4,424 | $5,622-21.3% | $5,060-12.6% | $6,690-33.9% |
| Admin fee / account holder | $4,518 | $9,745-53.6% | $8,388-46.1% | $13,392-66.3% |