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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 | $41,821 | $110,240-62.1% | $96,544-56.7% | $139,487-70.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 14.27% | 26.41%-12.1pp | 25.88%-11.6pp | 373.84%-359.6pp |
| Employer contribution / active EE | $1,590 | $3,622-56.1% | $2,966-46.4% | $4,755-66.6% |
| Participant deferral / active EE | $1,800 | $5,549-67.6% | $4,851-62.9% | $6,713-73.2% |
| Admin fee / account holder | $417 | $11,602-96.4% | $8,254-94.9% | $11,407-96.3% |