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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 | $48,188 | $166,020-71.0% | $164,866-70.8% | $145,959-67.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 10.42% | 100.08%-89.7pp | 69.97%-59.6pp | 561.95%-551.5pp |
| Employer contribution / active EE | $3,216 | $5,275-39.0% | $4,343-25.9% | $4,661-31.0% |
| Participant deferral / active EE | $4,693 | $6,961-32.6% | $6,033-22.2% | $6,689-29.8% |
| Admin fee / account holder | $2,169 | $16,644-87.0% | $12,689-82.9% | $13,398-83.8% |