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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 | $46,040 | $141,004-67.3% | $112,273-59.0% | $139,466-67.0% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 9.26% | 32.75%-23.5pp | 30.23%-21.0pp | 373.66%-364.4pp |
| Employer contribution / active EE | $5,068 | $4,285+18.3% | $3,431+47.7% | $4,754+6.6% |
| Participant deferral / active EE | $2,123 | $5,878-63.9% | $4,800-55.8% | $6,712-68.4% |
| Admin fee / account holder | $9,917 | $9,959-0.4% | $7,752+27.9% | $11,409-13.1% |