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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 | $50,357 | $162,967-69.1% | $135,792-62.9% | $138,895-63.7% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.6%+27.4pp | 79.9%+20.1pp |
| Annual return | 9.37% | 30.08%-20.7pp | 25.96%-16.6pp | 145.39%-136.0pp |
| Employer contribution / active EE | $1,271 | $4,211-69.8% | $3,496-63.6% | $4,194-69.7% |
| Participant deferral / active EE | $1,423 | $5,640-74.8% | $4,759-70.1% | $6,396-77.8% |
| Admin fee / account holder | $821 | $15,306-94.6% | $12,266-93.3% | $12,562-93.5% |