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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 | $51,751 | $97,751-47.1% | $103,447-50.0% | $145,877-64.5% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 13.15% | 25.43%-12.3pp | 23.92%-10.8pp | 551.28%-538.1pp |
| Employer contribution / active EE | $2,949 | $4,684-37.0% | $4,678-37.0% | $4,663-36.8% |
| Participant deferral / active EE | $3,253 | $6,603-50.7% | $6,624-50.9% | $6,691-51.4% |
| Admin fee / account holder | $496 | $12,515-96.0% | $9,415-94.7% | $13,402-96.3% |