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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 | $56,983 | $117,433-51.5% | $99,475-42.7% | $152,897-62.7% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.5%+17.5pp |
| Annual return | 23.62% | 31.87%-8.2pp | 30.72%-7.1pp | 345.43%-321.8pp |
| Employer contribution / active EE | $2,229 | $3,013-26.0% | $2,540-12.2% | $4,764-53.2% |
| Participant deferral / active EE | $7,042 | $4,086+72.3% | $3,619+94.6% | $5,851+20.3% |
| Admin fee / account holder | $490 | $7,634-93.6% | $6,252-92.2% | $11,599-95.8% |