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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 | $31,982 | $100,792-68.3% | $86,691-63.1% | $134,509-76.2% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | 13.90% | 29.08%-15.2pp | 35.94%-22.0pp | 418.13%-404.2pp |
| Employer contribution / active EE | $6,530 | $3,491+87.1% | $2,837+130.2% | $4,741+37.7% |
| Participant deferral / active EE | $4,125 | $5,339-22.7% | $4,656-11.4% | $6,400-35.6% |
| Admin fee / account holder | $1,622 | $10,924-85.1% | $7,492-78.3% | $11,427-85.8% |