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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 | $58,970 | $100,147-41.1% | $81,286-27.5% | $145,877-59.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 19.73% | 34.44%-14.7pp | 24.80%-5.1pp | 551.28%-531.6pp |
| Employer contribution / active EE | $2,141 | $2,977-28.1% | $2,463-13.1% | $4,663-54.1% |
| Participant deferral / active EE | $3,343 | $4,607-27.4% | $3,883-13.9% | $6,691-50.0% |
| Admin fee / account holder | $1,236 | $8,201-84.9% | $5,764-78.6% | $13,402-90.8% |