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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 | $48,006 | $110,379-56.5% | $102,412-53.1% | $145,884-67.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 10.23% | 24.84%-14.6pp | 24.94%-14.7pp | 551.85%-541.6pp |
| Employer contribution / active EE | $2,230 | $4,216-47.1% | $3,870-42.4% | $4,662-52.2% |
| Participant deferral / active EE | $5,200 | $5,622-7.5% | $5,060+2.8% | $6,690-22.3% |
| Admin fee / account holder | $6,364 | $9,745-34.7% | $8,388-24.1% | $13,392-52.5% |