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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 | $33,286 | $110,410-69.9% | $102,437-67.5% | $145,897-77.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 13.28% | 24.85%-11.6pp | 24.95%-11.7pp | 552.29%-539.0pp |
| Employer contribution / active EE | $3,651 | $4,217-13.4% | $3,871-5.7% | $4,663-21.7% |
| Participant deferral / active EE | $2,845 | $5,622-49.4% | $5,060-43.8% | $6,689-57.5% |
| Admin fee / account holder | $599 | $9,745-93.9% | $8,388-92.9% | $13,390-95.5% |