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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 | $54,991 | $117,846-53.3% | $102,434-46.3% | $145,884-62.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 9.14% | 31.90%-22.8pp | 29.46%-20.3pp | 551.85%-542.7pp |
| Employer contribution / active EE | $2,122 | $3,615-41.3% | $3,023-29.8% | $4,662-54.5% |
| Participant deferral / active EE | $2,510 | $5,733-56.2% | $5,055-50.3% | $6,690-62.5% |
| Admin fee / account holder | $791 | $13,356-94.1% | $9,462-91.6% | $13,392-94.1% |