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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 | $54,364 | $111,814-51.4% | $103,378-47.4% | $145,978-62.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 12.42% | 24.80%-12.4pp | 24.91%-12.5pp | 550.52%-538.1pp |
| Employer contribution / active EE | $3,811 | $4,215-9.6% | $3,870-1.5% | $4,662-18.2% |
| Participant deferral / active EE | $5,499 | $5,618-2.1% | $5,058+8.7% | $6,690-17.8% |
| Admin fee / account holder | $11,876 | $9,764+21.6% | $8,401+41.4% | $13,400-11.4% |