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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 | $49,481 | $114,013-56.6% | $103,693-52.3% | $155,188-68.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 14.48% | 49.31%-34.8pp | 47.61%-33.1pp | 148.84%-134.4pp |
| Employer contribution / active EE | $2,027 | $3,131-35.3% | $2,920-30.6% | $4,248-52.3% |
| Participant deferral / active EE | $3,924 | $4,970-21.0% | $4,579-14.3% | $6,531-39.9% |
| Admin fee / account holder | $1,087 | $8,407-87.1% | $7,858-86.2% | $14,480-92.5% |