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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 | $47,300 | $105,929-55.3% | $81,926-42.3% | $158,950-70.2% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 19.71% | 38.19%-18.5pp | 29.49%-9.8pp | 302.91%-283.2pp |
| Employer contribution / active EE | $1,125 | $7,802-85.6% | $4,310-73.9% | $4,762-76.4% |
| Participant deferral / active EE | $1,763 | $13,007-86.4% | $7,108-75.2% | $5,983-70.5% |
| Admin fee / account holder | $1,314 | $8,492-84.5% | $5,159-74.5% | $11,248-88.3% |