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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 | $29,611 | $106,280-72.1% | $96,538-69.3% | $139,487-78.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 21.88% | 38.48%-16.6pp | 35.74%-13.9pp | 373.84%-352.0pp |
| Employer contribution / active EE | $4,053 | $4,107-1.3% | $3,740+8.4% | $4,755-14.8% |
| Participant deferral / active EE | $3,571 | $5,457-34.6% | $4,880-26.8% | $6,713-46.8% |
| Admin fee / account holder | $476 | $7,888-94.0% | $6,737-92.9% | $11,407-95.8% |