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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 | $95,764 | $141,004-32.1% | $112,273-14.7% | $139,456-31.3% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 12.72% | 32.75%-20.0pp | 30.23%-17.5pp | 373.45%-360.7pp |
| Employer contribution / active EE | $2,250 | $4,285-47.5% | $3,431-34.4% | $4,753-52.7% |
| Participant deferral / active EE | $2,250 | $5,878-61.7% | $4,800-53.1% | $6,711-66.5% |
| Admin fee / account holder | $398 | $9,959-96.0% | $7,752-94.9% | $11,407-96.5% |