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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 | $31,767 | $111,814-71.6% | $103,378-69.3% | $145,978-78.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 12.30% | 24.80%-12.5pp | 24.91%-12.6pp | 550.52%-538.2pp |
| Employer contribution / active EE | $2,717 | $4,215-35.5% | $3,870-29.8% | $4,662-41.7% |
| Participant deferral / active EE | $3,628 | $5,618-35.4% | $5,058-28.3% | $6,690-45.8% |
| Admin fee / account holder | $740 | $9,764-92.4% | $8,401-91.2% | $13,400-94.5% |