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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 | $42,806 | $106,267-59.7% | $96,520-55.7% | $139,456-69.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 19.45% | 38.45%-19.0pp | 35.72%-16.3pp | 373.45%-354.0pp |
| Employer contribution / active EE | $1,643 | $4,105-60.0% | $3,739-56.1% | $4,753-65.4% |
| Participant deferral / active EE | $4,771 | $5,454-12.5% | $4,879-2.2% | $6,711-28.9% |
| Admin fee / account holder | $662 | $7,882-91.6% | $6,733-90.2% | $11,407-94.2% |