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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 | $66,225 | $101,063-34.5% | $81,473-18.7% | $147,586-55.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 10.81% | 32.41%-21.6pp | 38.78%-28.0pp | 578.59%-567.8pp |
| Employer contribution / active EE | $1,811 | $3,206-43.5% | $2,568-29.5% | $4,876-62.9% |
| Participant deferral / active EE | $3,874 | $4,242-8.7% | $3,537+9.5% | $5,439-28.8% |
| Admin fee / account holder | $531 | $5,812-90.9% | $4,561-88.3% | $10,886-95.1% |