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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 | $30,816 | $113,338-72.8% | $94,993-67.6% | $147,586-79.1% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 13.93% | 20.80%-6.9pp | 27.14%-13.2pp | 578.59%-564.7pp |
| Employer contribution / active EE | $1,064 | $3,160-66.3% | $2,603-59.2% | $4,876-78.2% |
| Participant deferral / active EE | $3,268 | $3,777-13.5% | $3,317-1.5% | $5,439-39.9% |
| Admin fee / account holder | $2,196 | $6,063-63.8% | $4,960-55.7% | $10,886-79.8% |