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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 | $50,314 | $102,938-51.1% | $94,105-46.5% | $138,895-63.8% |
| Participation rate | 100.0% | 74.6%+25.4pp | 71.9%+28.1pp | 79.9%+20.1pp |
| Annual return | 17.35% | 250.28%-232.9pp | 204.55%-187.2pp | 145.39%-128.0pp |
| Employer contribution / active EE | $1,895 | $2,732-30.7% | $2,504-24.4% | $4,194-54.8% |
| Participant deferral / active EE | $2,657 | $4,196-36.7% | $3,881-31.5% | $6,396-58.5% |
| Admin fee / account holder | $1,323 | $6,600-79.9% | $6,199-78.7% | $12,562-89.5% |