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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 | $49,575 | $105,856-53.2% | $90,161-45.0% | $147,586-66.4% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 15.74% | 37.63%-21.9pp | 34.89%-19.1pp | 578.59%-562.9pp |
| Employer contribution / active EE | $1,443 | $4,126-65.0% | $3,318-56.5% | $4,876-70.4% |
| Participant deferral / active EE | $5,261 | $5,733-8.2% | $5,287-0.5% | $5,439-3.3% |
| Admin fee / account holder | $4,680 | $8,046-41.8% | $5,943-21.3% | $10,886-57.0% |