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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 | $34,589 | $124,330-72.2% | $109,173-68.3% | $167,536-79.4% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 15.63% | 26.04%-10.4pp | 25.75%-10.1pp | 478.82%-463.2pp |
| Employer contribution / active EE | $3,181 | $4,209-24.4% | $3,723-14.6% | $4,839-34.3% |
| Participant deferral / active EE | $4,620 | $5,256-12.1% | $4,654-0.7% | $6,342-27.2% |
| Admin fee / account holder | $504 | $7,974-93.7% | $6,755-92.5% | $12,315-95.9% |