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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 | $110,337-62.0% | $102,383-59.1% | $145,877-71.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 13.24% | 24.83%-11.6pp | 24.94%-11.7pp | 551.28%-538.0pp |
| Employer contribution / active EE | $2,363 | $4,216-44.0% | $3,870-39.0% | $4,663-49.3% |
| Participant deferral / active EE | $3,626 | $5,621-35.5% | $5,060-28.3% | $6,691-45.8% |
| Admin fee / account holder | $2,846 | $9,750-70.8% | $8,391-66.1% | $13,402-78.8% |