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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 | $49,490 | $123,000-59.8% | $105,582-53.1% | $198,609-75.1% |
| Participation rate | 100.0% | 76.8%+23.2pp | 71.8%+28.2pp | 82.4%+17.6pp |
| Annual return | 19.17% | 18.31%+0.9pp | 18.61%+0.6pp | 202.70%-183.5pp |
| Employer contribution / active EE | $1,680 | $3,582-53.1% | $2,984-43.7% | $5,055-66.8% |
| Participant deferral / active EE | $16,633 | $5,013+231.8% | $4,353+282.1% | $6,977+138.4% |
| Admin fee / account holder | $1,129 | $16,254-93.1% | $12,856-91.2% | $19,030-94.1% |