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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 | $71,900 | $211,239-66.0% | $178,528-59.7% | $145,877-50.7% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 10.04% | 30.22%-20.2pp | 27.11%-17.1pp | 551.28%-541.2pp |
| Employer contribution / active EE | $2,118 | $4,570-53.7% | $3,950-46.4% | $4,663-54.6% |
| Participant deferral / active EE | $10,496 | $6,963+50.7% | $6,278+67.2% | $6,691+56.9% |
| Admin fee / account holder | $483 | $12,095-96.0% | $10,419-95.4% | $13,402-96.4% |