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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 | $76,538 | $105,960-27.8% | $81,726-6.3% | $158,982-51.9% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 12.74% | 38.19%-25.5pp | 29.49%-16.8pp | 302.99%-290.3pp |
| Employer contribution / active EE | $1,500 | $7,805-80.8% | $4,311-65.2% | $4,763-68.5% |
| Participant deferral / active EE | $4,943 | $13,011-62.0% | $7,108-30.5% | $5,983-17.4% |
| Admin fee / account holder | $2,438 | $8,494-71.3% | $5,160-52.8% | $11,252-78.3% |