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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 | $34,793 | $211,239-83.5% | $178,528-80.5% | $145,877-76.1% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 10.34% | 30.22%-19.9pp | 27.11%-16.8pp | 551.28%-540.9pp |
| Employer contribution / active EE | $2,273 | $4,570-50.3% | $3,950-42.5% | $4,663-51.2% |
| Participant deferral / active EE | $5,274 | $6,963-24.2% | $6,278-16.0% | $6,691-21.2% |
| Admin fee / account holder | $1,609 | $12,095-86.7% | $10,419-84.6% | $13,402-88.0% |