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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 | $49,116 | $77,449-36.6% | $69,483-29.3% | $152,909-67.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 20.01% | 39.09%-19.1pp | 28.99%-9.0pp | 345.46%-325.5pp |
| Employer contribution / active EE | $818 | $3,316-75.3% | $2,780-70.6% | $4,764-82.8% |
| Participant deferral / active EE | $3,421 | $4,415-22.5% | $3,537-3.3% | $5,851-41.5% |
| Admin fee / account holder | $859 | $6,210-86.2% | $3,841-77.6% | $11,601-92.6% |