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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 | $46,692 | $176,402-73.5% | $134,155-65.2% | $158,950-70.6% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 12.03% | 63.66%-51.6pp | 36.34%-24.3pp | 302.91%-290.9pp |
| Employer contribution / active EE | $846 | $5,042-83.2% | $3,705-77.2% | $4,762-82.2% |
| Participant deferral / active EE | $1,268 | $4,093-69.0% | $3,500-63.8% | $5,983-78.8% |
| Admin fee / account holder | $1,125 | $8,719-87.1% | $6,685-83.2% | $11,248-90.0% |