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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 | $95,009 | $176,794-46.3% | $146,647-35.2% | $167,553-43.3% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 10.29% | 24.04%-13.7pp | 22.75%-12.5pp | 478.89%-468.6pp |
| Employer contribution / active EE | $1,197 | $5,161-76.8% | $4,137-71.1% | $4,840-75.3% |
| Participant deferral / active EE | $5,224 | $6,440-18.9% | $5,506-5.1% | $6,343-17.6% |
| Admin fee / account holder | $361 | $13,262-97.3% | $10,281-96.5% | $12,316-97.1% |