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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 | $25,069 | $111,814-77.6% | $103,374-75.7% | $145,959-82.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.02% | 24.77%-13.7pp | 24.89%-13.9pp | 561.95%-550.9pp |
| Employer contribution / active EE | $3,818 | $4,214-9.4% | $3,869-1.3% | $4,661-18.1% |
| Participant deferral / active EE | $2,640 | $5,618-53.0% | $5,058-47.8% | $6,689-60.5% |
| Admin fee / account holder | $970 | $9,754-90.1% | $8,394-88.4% | $13,398-92.8% |