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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 | $211,288-80.7% | $178,540-77.2% | $145,884-72.0% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 11.42% | 30.27%-18.9pp | 27.15%-15.7pp | 551.85%-540.4pp |
| Employer contribution / active EE | $1,222 | $4,574-73.3% | $3,953-69.1% | $4,662-73.8% |
| Participant deferral / active EE | $6,654 | $6,967-4.5% | $6,281+5.9% | $6,690-0.5% |
| Admin fee / account holder | $2,680 | $12,105-77.9% | $10,424-74.3% | $13,392-80.0% |