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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 | $59,962 | $149,679-59.9% | $117,039-48.8% | $147,586-59.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 77.2%+22.8pp | 82.8%+17.2pp |
| Annual return | 16.21% | 19.31%-3.1pp | 18.95%-2.7pp | 578.59%-562.4pp |
| Employer contribution / active EE | $1,904 | $4,937-61.4% | $3,785-49.7% | $4,876-61.0% |
| Participant deferral / active EE | $3,305 | $4,912-32.7% | $3,929-15.9% | $5,439-39.2% |
| Admin fee / account holder | $4,420 | $7,856-43.7% | $5,974-26.0% | $10,886-59.4% |