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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 | $57,931 | $111,535-48.1% | $105,223-44.9% | $137,256-57.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 14.14% | 237.85%-223.7pp | 180.65%-166.5pp | 220.34%-206.2pp |
| Employer contribution / active EE | $1,890 | $3,939-52.0% | $3,689-48.8% | $4,156-54.5% |
| Participant deferral / active EE | $5,010 | $5,500-8.9% | $5,072-1.2% | $6,407-21.8% |
| Admin fee / account holder | $1,569 | $9,721-83.9% | $8,859-82.3% | $12,270-87.2% |