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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 | $50,114 | $108,882-54.0% | $96,754-48.2% | $154,746-67.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 14.00% | 98.39%-84.4pp | 82.04%-68.0pp | 172.34%-158.3pp |
| Employer contribution / active EE | $933 | $3,018-69.1% | $2,679-65.2% | $4,379-78.7% |
| Participant deferral / active EE | $1,700 | $5,323-68.1% | $4,758-64.3% | $6,730-74.7% |
| Admin fee / account holder | $3,373 | $10,200-66.9% | $8,905-62.1% | $14,365-76.5% |