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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 | $33,878 | $110,410-69.3% | $102,437-66.9% | $145,897-76.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.40% | 24.85%-13.5pp | 24.95%-13.6pp | 552.29%-540.9pp |
| Employer contribution / active EE | $4,294 | $4,217+1.8% | $3,871+10.9% | $4,663-7.9% |
| Participant deferral / active EE | $4,060 | $5,622-27.8% | $5,060-19.8% | $6,689-39.3% |
| Admin fee / account holder | $725 | $9,745-92.6% | $8,388-91.4% | $13,390-94.6% |