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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 | $58,742 | $69,248-15.2% | $64,101-8.4% | $139,466-57.9% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 20.53% | 45.95%-25.4pp | 33.72%-13.2pp | 373.66%-353.1pp |
| Employer contribution / active EE | $2,318 | $3,185-27.2% | $2,749-15.7% | $4,754-51.2% |
| Participant deferral / active EE | $2,539 | $4,682-45.8% | $3,881-34.6% | $6,712-62.2% |
| Admin fee / account holder | $2,948 | $4,247-30.6% | $3,070-4.0% | $11,409-74.2% |