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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 | $54,289 | $49,976+8.6% | $66,674-18.6% | $82,637-34.3% |
| Participation rate | 100.0% | 63.1%+36.9pp | 73.7%+26.3pp | 68.1%+31.9pp |
| Annual return | 15.48% | 39.09%-23.6pp | 321.24%-305.8pp | 53.51%-38.0pp |
| Employer contribution / active EE | $1,409 | $1,988-29.1% | $2,620-46.2% | $2,552-44.8% |
| Participant deferral / active EE | $1,705 | $2,847-40.1% | $4,084-58.2% | $4,126-58.7% |
| Admin fee / account holder | $814 | $4,594-82.3% | $5,098-84.0% | $7,339-88.9% |