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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 | $32,733 | $211,224-84.5% | $178,505-81.7% | $145,897-77.6% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 9.99% | 30.28%-20.3pp | 27.16%-17.2pp | 552.29%-542.3pp |
| Employer contribution / active EE | $1,134 | $4,577-75.2% | $3,955-71.3% | $4,663-75.7% |
| Participant deferral / active EE | $2,783 | $6,966-60.1% | $6,280-55.7% | $6,689-58.4% |
| Admin fee / account holder | $697 | $12,109-94.2% | $10,428-93.3% | $13,390-94.8% |