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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 | $29,934 | $104,251-71.3% | $91,004-67.1% | $147,585-79.7% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 9.35% | 27.06%-17.7pp | 4.60%+4.8pp | 578.58%-569.2pp |
| Employer contribution / active EE | $2,768 | $3,116-11.2% | $2,456+12.7% | $4,876-43.2% |
| Participant deferral / active EE | $3,173 | $4,195-24.4% | $3,548-10.6% | $5,439-41.7% |
| Admin fee / account holder | $4,361 | $8,948-51.3% | $5,417-19.5% | $10,886-59.9% |