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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 | $33,642 | $157,296-78.6% | $141,191-76.2% | $152,897-78.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 17.90% | 64.34%-46.4pp | 71.41%-53.5pp | 345.43%-327.5pp |
| Employer contribution / active EE | $1,028 | $5,262-80.5% | $4,736-78.3% | $4,764-78.4% |
| Participant deferral / active EE | $6,017 | $7,111-15.4% | $6,710-10.3% | $5,851+2.8% |
| Admin fee / account holder | $609 | $12,125-95.0% | $10,264-94.1% | $11,599-94.7% |