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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 | $211,224-70.1% | $178,505-64.6% | $145,897-56.7% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 11.51% | 30.28%-18.8pp | 27.16%-15.7pp | 552.29%-540.8pp |
| Employer contribution / active EE | $2,129 | $4,577-53.5% | $3,955-46.2% | $4,663-54.3% |
| Participant deferral / active EE | $2,838 | $6,966-59.3% | $6,280-54.8% | $6,689-57.6% |
| Admin fee / account holder | $1,398 | $12,109-88.5% | $10,428-86.6% | $13,390-89.6% |