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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 | $40,776 | $211,224-80.7% | $178,505-77.2% | $145,897-72.1% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 11.42% | 30.28%-18.9pp | 27.16%-15.7pp | 552.29%-540.9pp |
| Employer contribution / active EE | $1,222 | $4,577-73.3% | $3,955-69.1% | $4,663-73.8% |
| Participant deferral / active EE | $6,654 | $6,966-4.5% | $6,280+5.9% | $6,689-0.5% |
| Admin fee / account holder | $2,680 | $12,109-77.9% | $10,428-74.3% | $13,390-80.0% |