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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 | $26,258 | $110,410-76.2% | $102,437-74.4% | $145,897-82.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 9.90% | 24.85%-14.9pp | 24.95%-15.0pp | 552.29%-542.4pp |
| Employer contribution / active EE | $3,953 | $4,217-6.3% | $3,871+2.1% | $4,663-15.2% |
| Participant deferral / active EE | $4,893 | $5,622-13.0% | $5,060-3.3% | $6,689-26.8% |
| Admin fee / account holder | $2,090 | $9,745-78.6% | $8,388-75.1% | $13,390-84.4% |