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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 | $44,346 | $211,239-79.0% | $178,528-75.2% | $145,877-69.6% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 12.37% | 30.22%-17.8pp | 27.11%-14.7pp | 551.28%-538.9pp |
| Employer contribution / active EE | $1,071 | $4,570-76.6% | $3,950-72.9% | $4,663-77.0% |
| Participant deferral / active EE | $2,591 | $6,963-62.8% | $6,278-58.7% | $6,691-61.3% |
| Admin fee / account holder | $1,096 | $12,095-90.9% | $10,419-89.5% | $13,402-91.8% |