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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 | $34,405 | $110,410-68.8% | $102,437-66.4% | $145,897-76.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.23% | 24.85%-13.6pp | 24.95%-13.7pp | 552.29%-541.1pp |
| Employer contribution / active EE | $3,769 | $4,217-10.6% | $3,871-2.6% | $4,663-19.2% |
| Participant deferral / active EE | $4,667 | $5,622-17.0% | $5,060-7.8% | $6,689-30.2% |
| Admin fee / account holder | $1,396 | $9,745-85.7% | $8,388-83.4% | $13,390-89.6% |