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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 | $43,944 | $110,248-60.1% | $95,728-54.1% | $139,456-68.5% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 20.24% | 27.16%-6.9pp | 28.40%-8.2pp | 373.45%-353.2pp |
| Employer contribution / active EE | $1,250 | $3,258-61.6% | $2,835-55.9% | $4,753-73.7% |
| Participant deferral / active EE | $6,593 | $4,675+41.0% | $4,245+55.3% | $6,711-1.8% |
| Admin fee / account holder | $713 | $6,607-89.2% | $5,673-87.4% | $11,407-93.7% |