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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 | $33,951 | $110,337-69.2% | $102,383-66.8% | $145,877-76.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 9.36% | 24.83%-15.5pp | 24.94%-15.6pp | 551.28%-541.9pp |
| Employer contribution / active EE | $4,501 | $4,216+6.8% | $3,870+16.3% | $4,663-3.5% |
| Participant deferral / active EE | $14,268 | $5,621+153.8% | $5,060+182.0% | $6,691+113.2% |
| Admin fee / account holder | $15,081 | $9,750+54.7% | $8,391+79.7% | $13,402+12.5% |