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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 | $97,765-59.9% | $103,486-62.1% | $145,884-73.1% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 11.21% | 25.44%-14.2pp | 23.93%-12.7pp | 551.85%-540.6pp |
| Employer contribution / active EE | $3,487 | $4,687-25.6% | $4,679-25.5% | $4,662-25.2% |
| Participant deferral / active EE | $3,945 | $6,606-40.3% | $6,628-40.5% | $6,690-41.0% |
| Admin fee / account holder | $5,071 | $12,505-59.4% | $9,354-45.8% | $13,392-62.1% |