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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 | $72,993 | $111,814-34.7% | $103,374-29.4% | $145,959-50.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 14.14% | 24.77%-10.6pp | 24.89%-10.7pp | 561.95%-547.8pp |
| Employer contribution / active EE | $894 | $4,214-78.8% | $3,869-76.9% | $4,661-80.8% |
| Participant deferral / active EE | $2,465 | $5,618-56.1% | $5,058-51.3% | $6,689-63.1% |
| Admin fee / account holder | $338 | $9,754-96.5% | $8,394-96.0% | $13,398-97.5% |