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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 | $56,301 | $81,208-30.7% | $98,920-43.1% | $79,852-29.5% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 20.10% | 60.99%-40.9pp | 196.47%-176.4pp | 31.72%-11.6pp |
| Employer contribution / active EE | $1,915 | $1,960-2.3% | $2,689-28.8% | $2,471-22.5% |
| Participant deferral / active EE | $2,016 | $3,265-38.2% | $4,245-52.5% | $3,740-46.1% |
| Admin fee / account holder | $1,550 | $6,013-74.2% | $6,643-76.7% | $5,306-70.8% |