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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 | $39,226 | $97,751-59.9% | $103,447-62.1% | $145,877-73.1% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 11.21% | 25.43%-14.2pp | 23.92%-12.7pp | 551.28%-540.1pp |
| Employer contribution / active EE | $3,487 | $4,684-25.6% | $4,678-25.5% | $4,663-25.2% |
| Participant deferral / active EE | $3,945 | $6,603-40.3% | $6,624-40.4% | $6,691-41.0% |
| Admin fee / account holder | $5,071 | $12,515-59.5% | $9,415-46.1% | $13,402-62.2% |