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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 | $50,798 | $106,923-52.5% | $84,023-39.5% | $152,909-66.8% |
| Participation rate | 100.0% | 75.3%+24.7pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 21.23% | 105.02%-83.8pp | 71.32%-50.1pp | 345.46%-324.2pp |
| Employer contribution / active EE | $792 | $2,735-71.0% | $1,984-60.1% | $4,764-83.4% |
| Participant deferral / active EE | $4,070 | $4,013+1.4% | $3,239+25.7% | $5,851-30.4% |
| Admin fee / account holder | $1,351 | $8,289-83.7% | $6,102-77.9% | $11,601-88.4% |