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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 | $62,099 | $211,239-70.6% | $178,528-65.2% | $145,877-57.4% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 11.12% | 30.22%-19.1pp | 27.11%-16.0pp | 551.28%-540.2pp |
| Employer contribution / active EE | $1,727 | $4,570-62.2% | $3,950-56.3% | $4,663-63.0% |
| Participant deferral / active EE | $11,500 | $6,963+65.2% | $6,278+83.2% | $6,691+71.9% |
| Admin fee / account holder | $502 | $12,095-95.8% | $10,419-95.2% | $13,402-96.3% |