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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 | $46,531 | $106,247-56.2% | $96,515-51.8% | $139,466-66.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 12.37% | 38.47%-26.1pp | 35.73%-23.4pp | 373.66%-361.3pp |
| Employer contribution / active EE | $2,032 | $4,106-50.5% | $3,740-45.7% | $4,754-57.3% |
| Participant deferral / active EE | $8,722 | $5,456+59.9% | $4,880+78.7% | $6,712+29.9% |
| Admin fee / account holder | $893 | $7,885-88.7% | $6,735-86.7% | $11,409-92.2% |