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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% | $103,378-29.4% | $145,978-50.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 14.14% | 24.80%-10.7pp | 24.91%-10.8pp | 550.52%-536.4pp |
| Employer contribution / active EE | $894 | $4,215-78.8% | $3,870-76.9% | $4,662-80.8% |
| Participant deferral / active EE | $2,465 | $5,618-56.1% | $5,058-51.3% | $6,690-63.1% |
| Admin fee / account holder | $338 | $9,764-96.5% | $8,401-96.0% | $13,400-97.5% |