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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 | $57,662 | $111,814-48.4% | $103,374-44.2% | $145,959-60.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 10.75% | 24.77%-14.0pp | 24.89%-14.1pp | 561.95%-551.2pp |
| Employer contribution / active EE | $4,194 | $4,214-0.5% | $3,869+8.4% | $4,661-10.0% |
| Participant deferral / active EE | $4,477 | $5,618-20.3% | $5,058-11.5% | $6,689-33.1% |
| Admin fee / account holder | $8,648 | $9,754-11.3% | $8,394+3.0% | $13,398-35.5% |