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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 | $97,078-59.0% | $103,065-61.4% | $145,897-72.7% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.6%+19.4pp | 80.3%+19.7pp |
| Annual return | 12.30% | 25.49%-13.2pp | 23.95%-11.7pp | 552.29%-540.0pp |
| Employer contribution / active EE | $3,051 | $4,680-34.8% | $4,675-34.7% | $4,663-34.6% |
| Participant deferral / active EE | $2,181 | $6,601-67.0% | $6,625-67.1% | $6,689-67.4% |
| Admin fee / account holder | $1,345 | $12,505-89.2% | $9,349-85.6% | $13,390-90.0% |