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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 | $51,658 | $105,856-51.2% | $90,161-42.7% | $147,585-65.0% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 16.46% | 37.63%-21.2pp | 34.89%-18.4pp | 578.58%-562.1pp |
| Employer contribution / active EE | $1,569 | $4,126-62.0% | $3,318-52.7% | $4,876-67.8% |
| Participant deferral / active EE | $1,814 | $5,733-68.4% | $5,287-65.7% | $5,439-66.6% |
| Admin fee / account holder | $721 | $8,046-91.0% | $5,943-87.9% | $10,886-93.4% |