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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 | $49,244 | $97,020-49.2% | $83,327-40.9% | $135,380-63.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 9.15% | 12.31%-3.2pp | 10.64%-1.5pp | 519.81%-510.7pp |
| Employer contribution / active EE | $1,972 | $4,144-52.4% | $3,379-41.6% | $4,779-58.7% |
| Participant deferral / active EE | $2,317 | $5,964-61.2% | $5,565-58.4% | $5,609-58.7% |
| Admin fee / account holder | $1,685 | $8,426-80.0% | $7,540-77.7% | $10,828-84.4% |