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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 | $41,586 | $113,338-63.3% | $94,993-56.2% | $147,586-71.8% |
| Participation rate | 94.4% | 78.0%+16.5pp | 73.9%+20.6pp | 82.8%+11.6pp |
| Annual return | 13.93% | 20.80%-6.9pp | 27.14%-13.2pp | 578.59%-564.7pp |
| Employer contribution / active EE | $219 | $3,160-93.1% | $2,603-91.6% | $4,876-95.5% |
| Participant deferral / active EE | $2,060 | $3,777-45.5% | $3,317-37.9% | $5,439-62.1% |
| Admin fee / account holder | $919 | $6,063-84.8% | $4,960-81.5% | $10,886-91.6% |