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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 | $60,655 | $106,247-42.9% | $96,515-37.2% | $139,466-56.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 19.00% | 38.47%-19.5pp | 35.73%-16.7pp | 373.66%-354.7pp |
| Employer contribution / active EE | $3,428 | $4,106-16.5% | $3,740-8.3% | $4,754-27.9% |
| Participant deferral / active EE | $10,466 | $5,456+91.8% | $4,880+114.5% | $6,712+55.9% |
| Admin fee / account holder | $442 | $7,885-94.4% | $6,735-93.4% | $11,409-96.1% |