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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 | $63,236 | $211,239-70.1% | $178,528-64.6% | $145,877-56.7% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 11.51% | 30.22%-18.7pp | 27.11%-15.6pp | 551.28%-539.8pp |
| Employer contribution / active EE | $2,129 | $4,570-53.4% | $3,950-46.1% | $4,663-54.3% |
| Participant deferral / active EE | $2,838 | $6,963-59.2% | $6,278-54.8% | $6,691-57.6% |
| Admin fee / account holder | $1,398 | $12,095-88.4% | $10,419-86.6% | $13,402-89.6% |