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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 | $32,801 | $113,338-71.1% | $94,993-65.5% | $147,586-77.8% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 13.09% | 20.80%-7.7pp | 27.14%-14.1pp | 578.59%-565.5pp |
| Employer contribution / active EE | $5,070 | $3,160+60.4% | $2,603+94.7% | $4,876+4.0% |
| Participant deferral / active EE | $1,806 | $3,777-52.2% | $3,317-45.6% | $5,439-66.8% |
| Admin fee / account holder | $337 | $6,063-94.4% | $4,960-93.2% | $10,886-96.9% |