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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 | $52,693 | $104,251-49.5% | $91,004-42.1% | $147,586-64.3% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 13.89% | 27.06%-13.2pp | 4.60%+9.3pp | 578.59%-564.7pp |
| Employer contribution / active EE | $1,578 | $3,116-49.4% | $2,456-35.7% | $4,876-67.6% |
| Participant deferral / active EE | $6,818 | $4,195+62.5% | $3,548+92.2% | $5,439+25.4% |
| Admin fee / account holder | $2,032 | $8,948-77.3% | $5,417-62.5% | $10,886-81.3% |