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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 | $58,139 | $110,379-47.3% | $102,412-43.2% | $145,884-60.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.12% | 24.84%-13.7pp | 24.94%-13.8pp | 551.85%-540.7pp |
| Employer contribution / active EE | $986 | $4,216-76.6% | $3,870-74.5% | $4,662-78.8% |
| Participant deferral / active EE | $7,217 | $5,622+28.4% | $5,060+42.6% | $6,690+7.9% |
| Admin fee / account holder | $950 | $9,745-90.3% | $8,388-88.7% | $13,392-92.9% |