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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 | $62,375 | $142,430-56.2% | $115,170-45.8% | $152,897-59.2% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.5%+17.5pp |
| Annual return | 15.18% | 41.48%-26.3pp | 35.60%-20.4pp | 345.43%-330.2pp |
| Employer contribution / active EE | $3,292 | $4,011-17.9% | $3,179+3.5% | $4,764-30.9% |
| Participant deferral / active EE | $2,633 | $5,165-49.0% | $4,169-36.8% | $5,851-55.0% |
| Admin fee / account holder | $402 | $8,464-95.3% | $7,089-94.3% | $11,599-96.5% |