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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 | $44,214 | $115,917-61.9% | $100,535-56.0% | $158,982-72.2% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 13.29% | 34.80%-21.5pp | 30.90%-17.6pp | 302.99%-289.7pp |
| Employer contribution / active EE | $1,468 | $4,105-64.2% | $3,419-57.1% | $4,763-69.2% |
| Participant deferral / active EE | $3,707 | $6,677-44.5% | $6,271-40.9% | $5,983-38.0% |
| Admin fee / account holder | $434 | $11,002-96.1% | $8,085-94.6% | $11,252-96.1% |