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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 | $78,228 | $101,069-22.6% | $81,478-4.0% | $147,585-47.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 15.34% | 32.40%-17.1pp | 38.78%-23.4pp | 578.56%-563.2pp |
| Employer contribution / active EE | $1,053 | $3,205-67.1% | $2,568-59.0% | $4,876-78.4% |
| Participant deferral / active EE | $1,367 | $4,242-67.8% | $3,537-61.4% | $5,439-74.9% |
| Admin fee / account holder | $1,279 | $5,812-78.0% | $4,561-72.0% | $10,885-88.3% |