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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 | $63,902 | $100,004-36.1% | $81,438-21.5% | $145,959-56.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 16.41% | 34.34%-17.9pp | 24.74%-8.3pp | 561.95%-545.5pp |
| Employer contribution / active EE | $2,214 | $2,970-25.4% | $2,460-10.0% | $4,661-52.5% |
| Participant deferral / active EE | $1,173 | $4,603-74.5% | $3,883-69.8% | $6,689-82.5% |
| Admin fee / account holder | $559 | $8,202-93.2% | $5,764-90.3% | $13,398-95.8% |