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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 | $52,503 | $105,960-50.5% | $81,726-35.8% | $158,982-67.0% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 11.31% | 38.19%-26.9pp | 29.49%-18.2pp | 302.99%-291.7pp |
| Employer contribution / active EE | $1,355 | $7,805-82.6% | $4,311-68.6% | $4,763-71.5% |
| Participant deferral / active EE | $2,902 | $13,011-77.7% | $7,108-59.2% | $5,983-51.5% |
| Admin fee / account holder | $2,610 | $8,494-69.3% | $5,160-49.4% | $11,252-76.8% |