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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 | $61,295 | $104,251-41.2% | $91,004-32.6% | $147,586-58.5% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 19.85% | 27.06%-7.2pp | 4.60%+15.3pp | 578.59%-558.7pp |
| Employer contribution / active EE | $1,136 | $3,116-63.5% | $2,456-53.7% | $4,876-76.7% |
| Participant deferral / active EE | $4,282 | $4,195+2.1% | $3,548+20.7% | $5,439-21.3% |
| Admin fee / account holder | $935 | $8,948-89.6% | $5,417-82.7% | $10,886-91.4% |