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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 | $52,660 | $69,118-23.8% | $53,647-1.8% | $138,895-62.1% |
| Participation rate | 100.0% | 64.0%+36.0pp | 56.3%+43.7pp | 79.9%+20.1pp |
| Annual return | 14.75% | 248.26%-233.5pp | 358.33%-343.6pp | 145.39%-130.6pp |
| Employer contribution / active EE | $1,210 | $1,189+1.7% | $962+25.8% | $4,194-71.2% |
| Participant deferral / active EE | $2,241 | $2,274-1.5% | $1,813+23.6% | $6,396-65.0% |
| Admin fee / account holder | $837 | $2,724-69.3% | $2,460-66.0% | $12,562-93.3% |