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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 | $68,982 | $176,786-61.0% | $146,643-53.0% | $167,536-58.8% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 10.91% | 24.04%-13.1pp | 22.75%-11.8pp | 478.82%-467.9pp |
| Employer contribution / active EE | $2,815 | $5,161-45.5% | $4,137-32.0% | $4,839-41.8% |
| Participant deferral / active EE | $4,813 | $6,440-25.3% | $5,506-12.6% | $6,342-24.1% |
| Admin fee / account holder | $471 | $13,262-96.5% | $10,280-95.4% | $12,315-96.2% |