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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 | $64,987 | $125,193-48.1% | $105,591-38.5% | $145,978-55.5% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 16.78% | 225.53%-208.8pp | 116.43%-99.6pp | 550.52%-533.7pp |
| Employer contribution / active EE | $814 | $3,718-78.1% | $3,166-74.3% | $4,662-82.5% |
| Participant deferral / active EE | $4,351 | $5,708-23.8% | $5,008-13.1% | $6,690-35.0% |
| Admin fee / account holder | $704 | $17,277-95.9% | $11,024-93.6% | $13,400-94.7% |