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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 | $54,460 | $114,013-52.2% | $103,693-47.5% | $155,188-64.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 17.13% | 49.31%-32.2pp | 47.61%-30.5pp | 148.84%-131.7pp |
| Employer contribution / active EE | $685 | $3,131-78.1% | $2,920-76.5% | $4,248-83.9% |
| Participant deferral / active EE | $2,916 | $4,970-41.3% | $4,579-36.3% | $6,531-55.4% |
| Admin fee / account holder | $3,325 | $8,407-60.4% | $7,858-57.7% | $14,480-77.0% |