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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 | $47,917 | $51,184-6.4% | $66,439-27.9% | $86,983-44.9% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.5%+25.5pp | 69.5%+30.5pp |
| Annual return | 16.95% | 17.07%-0.1pp | 757.66%-740.7pp | 25.83%-8.9pp |
| Employer contribution / active EE | $2,037 | $2,023+0.7% | $2,637-22.7% | $2,584-21.2% |
| Participant deferral / active EE | $2,448 | $2,927-16.4% | $3,876-36.9% | $4,194-41.6% |
| Admin fee / account holder | $1,250 | $4,154-69.9% | $6,173-79.8% | $7,856-84.1% |