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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 | $28,698 | $227,597-87.4% | $189,575-84.9% | $167,536-82.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 10.65% | 78.44%-67.8pp | 64.19%-53.5pp | 478.82%-468.2pp |
| Employer contribution / active EE | $1,774 | $5,316-66.6% | $4,412-59.8% | $4,839-63.3% |
| Participant deferral / active EE | $5,926 | $7,002-15.4% | $6,174-4.0% | $6,342-6.6% |
| Admin fee / account holder | $1,407 | $11,877-88.2% | $9,806-85.7% | $12,315-88.6% |