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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 | $48,707 | $111,814-56.4% | $103,378-52.9% | $145,978-66.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 9.79% | 24.80%-15.0pp | 24.91%-15.1pp | 550.52%-540.7pp |
| Employer contribution / active EE | $1,971 | $4,215-53.2% | $3,870-49.1% | $4,662-57.7% |
| Participant deferral / active EE | $1,528 | $5,618-72.8% | $5,058-69.8% | $6,690-77.2% |
| Admin fee / account holder | $9,972 | $9,764+2.1% | $8,401+18.7% | $13,400-25.6% |