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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 | $41,922 | $111,814-62.5% | $103,374-59.4% | $145,959-71.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 13.24% | 24.77%-11.5pp | 24.89%-11.7pp | 561.95%-548.7pp |
| Employer contribution / active EE | $2,363 | $4,214-43.9% | $3,869-38.9% | $4,661-49.3% |
| Participant deferral / active EE | $3,626 | $5,618-35.5% | $5,058-28.3% | $6,689-45.8% |
| Admin fee / account holder | $2,846 | $9,754-70.8% | $8,394-66.1% | $13,398-78.8% |