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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 | $30,479 | $110,410-72.4% | $102,437-70.2% | $145,897-79.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 12.13% | 24.85%-12.7pp | 24.95%-12.8pp | 552.29%-540.2pp |
| Employer contribution / active EE | $1,333 | $4,217-68.4% | $3,871-65.6% | $4,663-71.4% |
| Participant deferral / active EE | $2,346 | $5,622-58.3% | $5,060-53.6% | $6,689-64.9% |
| Admin fee / account holder | $14,430 | $9,745+48.1% | $8,388+72.0% | $13,390+7.8% |