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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 | $59,990 | $114,199-47.5% | $119,237-49.7% | $167,553-64.2% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.1%+17.9pp |
| Annual return | 15.33% | 29.88%-14.6pp | 30.70%-15.4pp | 478.89%-463.6pp |
| Employer contribution / active EE | $5,391 | $4,480+20.3% | $4,383+23.0% | $4,840+11.4% |
| Participant deferral / active EE | $2,294 | $6,086-62.3% | $6,112-62.5% | $6,343-63.8% |
| Admin fee / account holder | $771 | $8,939-91.4% | $7,229-89.3% | $12,316-93.7% |