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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 | $49,514 | $85,060-41.8% | $70,548-29.8% | $139,456-64.5% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 19.21% | 30.38%-11.2pp | 32.78%-13.6pp | 373.45%-354.2pp |
| Employer contribution / active EE | $2,805 | $3,911-28.3% | $2,975-5.7% | $4,753-41.0% |
| Participant deferral / active EE | $5,470 | $5,890-7.1% | $4,567+19.8% | $6,711-18.5% |
| Admin fee / account holder | $728 | $8,925-91.8% | $6,424-88.7% | $11,407-93.6% |