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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 | $45,144 | $211,224-78.6% | $178,505-74.7% | $145,897-69.1% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 21.33% | 30.28%-9.0pp | 27.16%-5.8pp | 552.29%-531.0pp |
| Employer contribution / active EE | $1,671 | $4,577-63.5% | $3,955-57.8% | $4,663-64.2% |
| Participant deferral / active EE | $11,118 | $6,966+59.6% | $6,280+77.0% | $6,689+66.2% |
| Admin fee / account holder | $1,220 | $12,109-89.9% | $10,428-88.3% | $13,390-90.9% |