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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 | $30,589 | $97,765-68.7% | $103,486-70.4% | $145,884-79.0% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 10.67% | 25.44%-14.8pp | 23.93%-13.3pp | 551.85%-541.2pp |
| Employer contribution / active EE | $2,835 | $4,687-39.5% | $4,679-39.4% | $4,662-39.2% |
| Participant deferral / active EE | $3,783 | $6,606-42.7% | $6,628-42.9% | $6,690-43.5% |
| Admin fee / account holder | $7,845 | $12,505-37.3% | $9,354-16.1% | $13,392-41.4% |