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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 | $74,799 | $124,351-39.8% | $109,188-31.5% | $167,553-55.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 16.48% | 26.04%-9.6pp | 25.76%-9.3pp | 478.89%-462.4pp |
| Employer contribution / active EE | $2,540 | $4,210-39.7% | $3,723-31.8% | $4,840-47.5% |
| Participant deferral / active EE | $6,569 | $5,257+25.0% | $4,654+41.1% | $6,343+3.6% |
| Admin fee / account holder | $315 | $7,975-96.1% | $6,755-95.3% | $12,316-97.4% |