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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 | $41,781 | $105,960-60.6% | $81,726-48.9% | $158,988-73.7% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 12.43% | 38.19%-25.8pp | 29.49%-17.1pp | 303.00%-290.6pp |
| Employer contribution / active EE | $2,402 | $7,805-69.2% | $4,311-44.3% | $4,763-49.6% |
| Participant deferral / active EE | $5,344 | $13,011-58.9% | $7,108-24.8% | $5,983-10.7% |
| Admin fee / account holder | $2,560 | $8,494-69.9% | $5,160-50.4% | $11,252-77.2% |