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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 | $79,750 | $149,679-46.7% | $117,039-31.9% | $147,586-46.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 77.2%+22.8pp | 82.8%+17.2pp |
| Annual return | 12.75% | 19.31%-6.6pp | 18.95%-6.2pp | 578.59%-565.8pp |
| Employer contribution / active EE | $4,223 | $4,937-14.5% | $3,785+11.6% | $4,876-13.4% |
| Participant deferral / active EE | $3,020 | $4,912-38.5% | $3,929-23.1% | $5,439-44.5% |
| Admin fee / account holder | $521 | $7,856-93.4% | $5,974-91.3% | $10,886-95.2% |