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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 | $33,566 | $77,908-56.9% | $149,696-77.6% | $75,173-55.3% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 19.30% | 31.73%-12.4pp | 134.46%-115.2pp | 160.72%-141.4pp |
| Employer contribution / active EE | $2,526 | $3,138-19.5% | $4,821-47.6% | $2,671-5.4% |
| Participant deferral / active EE | $5,944 | $3,411+74.3% | $5,682+4.6% | $4,126+44.1% |
| Admin fee / account holder | $1,002 | $5,950-83.2% | $13,212-92.4% | $5,651-82.3% |