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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 | $42,965 | $149,741-71.3% | $118,914-63.9% | $158,982-73.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 11.36% | 19.94%-8.6pp | 35.89%-24.5pp | 302.99%-291.6pp |
| Employer contribution / active EE | $2,101 | $4,119-49.0% | $3,264-35.6% | $4,763-55.9% |
| Participant deferral / active EE | $2,234 | $5,226-57.2% | $4,266-47.6% | $5,983-62.7% |
| Admin fee / account holder | $625 | $8,607-92.7% | $6,582-90.5% | $11,252-94.4% |