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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 | $51,386 | $154,193-66.7% | $130,045-60.5% | $139,466-63.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 27.32% | 32.51%-5.2pp | -137.30%+164.6pp | 373.66%-346.3pp |
| Employer contribution / active EE | $2,449 | $5,292-53.7% | $4,321-43.3% | $4,754-48.5% |
| Participant deferral / active EE | $5,701 | $6,709-15.0% | $5,820-2.0% | $6,712-15.1% |
| Admin fee / account holder | $627 | $13,989-95.5% | $10,600-94.1% | $11,409-94.5% |