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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 | $61,892 | $111,814-44.6% | $103,378-40.1% | $145,978-57.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.99% | 24.80%-12.8pp | 24.91%-12.9pp | 550.52%-538.5pp |
| Employer contribution / active EE | $1,829 | $4,215-56.6% | $3,870-52.7% | $4,662-60.8% |
| Participant deferral / active EE | $7,937 | $5,618+41.3% | $5,058+56.9% | $6,690+18.6% |
| Admin fee / account holder | $771 | $9,764-92.1% | $8,401-90.8% | $13,400-94.2% |