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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 | $56,640 | $110,410-48.7% | $102,437-44.7% | $145,897-61.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 10.21% | 24.85%-14.6pp | 24.95%-14.7pp | 552.29%-542.1pp |
| Employer contribution / active EE | $8,347 | $4,217+97.9% | $3,871+115.7% | $4,663+79.0% |
| Participant deferral / active EE | $4,647 | $5,622-17.3% | $5,060-8.2% | $6,689-30.5% |
| Admin fee / account holder | $904 | $9,745-90.7% | $8,388-89.2% | $13,390-93.3% |