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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 | $97,751-68.7% | $103,431-70.4% | $145,978-79.0% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 10.67% | 25.43%-14.8pp | 23.92%-13.2pp | 550.52%-539.8pp |
| Employer contribution / active EE | $2,835 | $4,684-39.5% | $4,678-39.4% | $4,662-39.2% |
| Participant deferral / active EE | $3,783 | $6,603-42.7% | $6,625-42.9% | $6,690-43.5% |
| Admin fee / account holder | $7,845 | $12,515-37.3% | $9,412-16.7% | $13,400-41.5% |