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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 | $34,731 | $227,597-84.7% | $189,575-81.7% | $167,536-79.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 8.09% | 78.44%-70.3pp | 64.19%-56.1pp | 478.82%-470.7pp |
| Employer contribution / active EE | $3,696 | $5,316-30.5% | $4,412-16.2% | $4,839-23.6% |
| Participant deferral / active EE | $9,894 | $7,002+41.3% | $6,174+60.3% | $6,342+56.0% |
| Admin fee / account holder | $1,166 | $11,877-90.2% | $9,806-88.1% | $12,315-90.5% |