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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 | $49,825 | $110,410-54.9% | $102,437-51.4% | $145,897-65.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.93% | 24.85%-12.9pp | 24.95%-13.0pp | 552.29%-540.4pp |
| Employer contribution / active EE | $2,937 | $4,217-30.3% | $3,871-24.1% | $4,663-37.0% |
| Participant deferral / active EE | $0 | $5,622-100.0% | $5,060-100.0% | $6,689-100.0% |
| Admin fee / account holder | $595 | $9,745-93.9% | $8,388-92.9% | $13,390-95.6% |