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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 | $61,038 | $113,338-46.1% | $94,993-35.7% | $147,585-58.6% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 12.64% | 20.80%-8.2pp | 27.14%-14.5pp | 578.58%-565.9pp |
| Employer contribution / active EE | $1,345 | $3,160-57.5% | $2,603-48.3% | $4,876-72.4% |
| Participant deferral / active EE | $1,527 | $3,777-59.6% | $3,317-54.0% | $5,439-71.9% |
| Admin fee / account holder | $609 | $6,063-90.0% | $4,960-87.7% | $10,886-94.4% |