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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 | $64,810 | $110,410-41.3% | $102,437-36.7% | $145,897-55.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 16.01% | 24.85%-8.8pp | 24.95%-8.9pp | 552.29%-536.3pp |
| Employer contribution / active EE | $1,427 | $4,217-66.2% | $3,871-63.1% | $4,663-69.4% |
| Participant deferral / active EE | $4,102 | $5,622-27.0% | $5,060-18.9% | $6,689-38.7% |
| Admin fee / account holder | $745 | $9,745-92.4% | $8,388-91.1% | $13,390-94.4% |