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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 | $53,155 | $183,516-71.0% | $155,534-65.8% | $145,884-63.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.18% | 61.43%-51.2pp | 64.92%-54.7pp | 551.85%-541.7pp |
| Employer contribution / active EE | $2,190 | $5,315-58.8% | $4,675-53.1% | $4,662-53.0% |
| Participant deferral / active EE | $5,303 | $6,467-18.0% | $5,630-5.8% | $6,690-20.7% |
| Admin fee / account holder | $4,254 | $19,293-78.0% | $15,900-73.2% | $13,392-68.2% |