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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 | $63,214 | $124,314-49.1% | $109,163-42.1% | $167,518-62.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 17.89% | 26.04%-8.2pp | 25.75%-7.9pp | 478.71%-460.8pp |
| Employer contribution / active EE | $2,623 | $4,209-37.7% | $3,723-29.5% | $4,838-45.8% |
| Participant deferral / active EE | $7,231 | $5,256+37.6% | $4,654+55.4% | $6,342+14.0% |
| Admin fee / account holder | $645 | $7,973-91.9% | $6,754-90.4% | $12,312-94.8% |