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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 | $25,069 | $110,337-77.3% | $102,383-75.5% | $145,877-82.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.02% | 24.83%-13.8pp | 24.94%-13.9pp | 551.28%-540.3pp |
| Employer contribution / active EE | $3,818 | $4,216-9.4% | $3,870-1.3% | $4,663-18.1% |
| Participant deferral / active EE | $2,640 | $5,621-53.0% | $5,060-47.8% | $6,691-60.5% |
| Admin fee / account holder | $970 | $9,750-90.1% | $8,391-88.4% | $13,402-92.8% |