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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 | $27,049 | $228,395-88.2% | $185,861-85.4% | $158,982-83.0% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 13.18% | 40.82%-27.6pp | 35.96%-22.8pp | 302.99%-289.8pp |
| Employer contribution / active EE | $2,864 | $4,968-42.4% | $4,088-29.9% | $4,763-39.9% |
| Participant deferral / active EE | $5,585 | $6,417-13.0% | $5,634-0.9% | $5,983-6.7% |
| Admin fee / account holder | $399 | $11,869-96.6% | $9,503-95.8% | $11,252-96.5% |