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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 | $34,792 | $110,379-68.5% | $102,412-66.0% | $145,884-76.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 10.90% | 24.84%-13.9pp | 24.94%-14.0pp | 551.85%-541.0pp |
| Employer contribution / active EE | $2,392 | $4,216-43.3% | $3,870-38.2% | $4,662-48.7% |
| Participant deferral / active EE | $1,688 | $5,622-70.0% | $5,060-66.7% | $6,690-74.8% |
| Admin fee / account holder | $724 | $9,745-92.6% | $8,388-91.4% | $13,392-94.6% |