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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 | $64,691 | $124,330-48.0% | $109,173-40.7% | $167,536-61.4% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 14.12% | 26.04%-11.9pp | 25.75%-11.6pp | 478.82%-464.7pp |
| Employer contribution / active EE | $3,292 | $4,209-21.8% | $3,723-11.6% | $4,839-32.0% |
| Participant deferral / active EE | $4,966 | $5,256-5.5% | $4,654+6.7% | $6,342-21.7% |
| Admin fee / account holder | $624 | $7,974-92.2% | $6,755-90.8% | $12,315-94.9% |