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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 | $49,603 | $106,247-53.3% | $96,515-48.6% | $139,466-64.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 17.05% | 38.47%-21.4pp | 35.73%-18.7pp | 373.66%-356.6pp |
| Employer contribution / active EE | $2,109 | $4,106-48.6% | $3,740-43.6% | $4,754-55.6% |
| Participant deferral / active EE | $7,978 | $5,456+46.2% | $4,880+63.5% | $6,712+18.9% |
| Admin fee / account holder | $453 | $7,885-94.3% | $6,735-93.3% | $11,409-96.0% |