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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 | $48,234 | $110,379-56.3% | $102,412-52.9% | $145,884-66.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 10.65% | 24.84%-14.2pp | 24.94%-14.3pp | 551.85%-541.2pp |
| Employer contribution / active EE | $1,141 | $4,216-72.9% | $3,870-70.5% | $4,662-75.5% |
| Participant deferral / active EE | $2,720 | $5,622-51.6% | $5,060-46.2% | $6,690-59.3% |
| Admin fee / account holder | $472 | $9,745-95.2% | $8,388-94.4% | $13,392-96.5% |