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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 | $56,367 | $110,410-48.9% | $102,437-45.0% | $145,897-61.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 12.84% | 24.85%-12.0pp | 24.95%-12.1pp | 552.29%-539.4pp |
| Employer contribution / active EE | $2,282 | $4,217-45.9% | $3,871-41.0% | $4,663-51.1% |
| Participant deferral / active EE | $9,044 | $5,622+60.9% | $5,060+78.7% | $6,689+35.2% |
| Admin fee / account holder | $405 | $9,745-95.8% | $8,388-95.2% | $13,390-97.0% |