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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 | $57,429 | $124,330-53.8% | $109,173-47.4% | $167,536-65.7% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 11.85% | 26.04%-14.2pp | 25.75%-13.9pp | 478.82%-467.0pp |
| Employer contribution / active EE | $2,591 | $4,209-38.5% | $3,723-30.4% | $4,839-46.5% |
| Participant deferral / active EE | $6,414 | $5,256+22.0% | $4,654+37.8% | $6,342+1.1% |
| Admin fee / account holder | $703 | $7,974-91.2% | $6,755-89.6% | $12,315-94.3% |