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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 | $39,810 | $97,751-59.3% | $103,447-61.5% | $145,877-72.7% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 12.30% | 25.43%-13.1pp | 23.92%-11.6pp | 551.28%-539.0pp |
| Employer contribution / active EE | $3,051 | $4,684-34.9% | $4,678-34.8% | $4,663-34.6% |
| Participant deferral / active EE | $2,181 | $6,603-67.0% | $6,624-67.1% | $6,691-67.4% |
| Admin fee / account holder | $1,345 | $12,515-89.3% | $9,415-85.7% | $13,402-90.0% |