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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 | $76,188 | $176,402-56.8% | $134,162-43.2% | $158,966-52.1% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 13.17% | 63.66%-50.5pp | 36.35%-23.2pp | 302.95%-289.8pp |
| Employer contribution / active EE | $1,650 | $5,042-67.3% | $3,705-55.5% | $4,762-65.4% |
| Participant deferral / active EE | $3,015 | $4,093-26.3% | $3,500-13.9% | $5,983-49.6% |
| Admin fee / account holder | $770 | $8,719-91.2% | $6,685-88.5% | $11,250-93.2% |