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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 | $27,956 | $110,410-74.7% | $102,437-72.7% | $145,897-80.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.04% | 24.85%-13.8pp | 24.95%-13.9pp | 552.29%-541.2pp |
| Employer contribution / active EE | $2,168 | $4,217-48.6% | $3,871-44.0% | $4,663-53.5% |
| Participant deferral / active EE | $4,138 | $5,622-26.4% | $5,060-18.2% | $6,689-38.1% |
| Admin fee / account holder | $439 | $9,745-95.5% | $8,388-94.8% | $13,390-96.7% |