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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 | $70,099 | $110,379-36.5% | $102,412-31.6% | $145,884-51.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 21.03% | 24.84%-3.8pp | 24.94%-3.9pp | 551.85%-530.8pp |
| Employer contribution / active EE | $1,086 | $4,216-74.2% | $3,870-71.9% | $4,662-76.7% |
| Participant deferral / active EE | $2,413 | $5,622-57.1% | $5,060-52.3% | $6,690-63.9% |
| Admin fee / account holder | $1,042 | $9,745-89.3% | $8,388-87.6% | $13,392-92.2% |