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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 | $57,687 | $124,330-53.6% | $109,173-47.2% | $167,536-65.6% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 13.74% | 26.04%-12.3pp | 25.75%-12.0pp | 478.82%-465.1pp |
| Employer contribution / active EE | $1,135 | $4,209-73.0% | $3,723-69.5% | $4,839-76.6% |
| Participant deferral / active EE | $10,033 | $5,256+90.9% | $4,654+115.6% | $6,342+58.2% |
| Admin fee / account holder | $474 | $7,974-94.1% | $6,755-93.0% | $12,315-96.2% |