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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 | $53,362 | $152,619-65.0% | $125,195-57.4% | $152,909-65.1% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 13.48% | 54.85%-41.4pp | 43.79%-30.3pp | 345.46%-332.0pp |
| Employer contribution / active EE | $2,511 | $4,947-49.3% | $3,866-35.1% | $4,764-47.3% |
| Participant deferral / active EE | $2,365 | $5,869-59.7% | $4,937-52.1% | $5,851-59.6% |
| Admin fee / account holder | $1,920 | $13,437-85.7% | $9,704-80.2% | $11,601-83.5% |