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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 | $34,925 | $110,410-68.4% | $102,437-65.9% | $145,897-76.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 14.76% | 24.85%-10.1pp | 24.95%-10.2pp | 552.29%-537.5pp |
| Employer contribution / active EE | $1,453 | $4,217-65.5% | $3,871-62.5% | $4,663-68.8% |
| Participant deferral / active EE | $2,491 | $5,622-55.7% | $5,060-50.8% | $6,689-62.8% |
| Admin fee / account holder | $573 | $9,745-94.1% | $8,388-93.2% | $13,390-95.7% |