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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 | $52,112 | $114,119-54.3% | $107,187-51.4% | $138,895-62.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 15.42% | 273.21%-257.8pp | 204.55%-189.1pp | 145.39%-130.0pp |
| Employer contribution / active EE | $3,188 | $4,059-21.5% | $3,782-15.7% | $4,194-24.0% |
| Participant deferral / active EE | $4,975 | $5,538-10.2% | $5,096-2.4% | $6,396-22.2% |
| Admin fee / account holder | $2,565 | $10,024-74.4% | $9,162-72.0% | $12,562-79.6% |