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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 | $39,489 | $124,314-68.2% | $109,163-63.8% | $167,518-76.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 11.98% | 26.04%-14.1pp | 25.75%-13.8pp | 478.71%-466.7pp |
| Employer contribution / active EE | $1,432 | $4,209-66.0% | $3,723-61.5% | $4,838-70.4% |
| Participant deferral / active EE | $1,964 | $5,256-62.6% | $4,654-57.8% | $6,342-69.0% |
| Admin fee / account holder | $2,557 | $7,973-67.9% | $6,754-62.1% | $12,312-79.2% |