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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 | $50,520 | $110,410-54.2% | $102,437-50.7% | $145,897-65.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 12.30% | 24.85%-12.6pp | 24.95%-12.7pp | 552.29%-540.0pp |
| Employer contribution / active EE | $11,225 | $4,217+166.2% | $3,871+190.0% | $4,663+140.7% |
| Participant deferral / active EE | $7,592 | $5,622+35.0% | $5,060+50.0% | $6,689+13.5% |
| Admin fee / account holder | $430 | $9,745-95.6% | $8,388-94.9% | $13,390-96.8% |