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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 | $66,626 | $165,939-59.8% | $122,354-45.5% | $147,586-54.9% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 15.50% | 34.56%-19.1pp | 30.28%-14.8pp | 578.59%-563.1pp |
| Employer contribution / active EE | $1,554 | $5,754-73.0% | $4,051-61.6% | $4,876-68.1% |
| Participant deferral / active EE | $1,681 | $4,005-58.0% | $3,287-48.9% | $5,439-69.1% |
| Admin fee / account holder | $4,238 | $7,425-42.9% | $5,479-22.6% | $10,886-61.1% |