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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 | $55,469 | $141,004-60.7% | $112,273-50.6% | $139,456-60.2% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 17.54% | 32.75%-15.2pp | 30.23%-12.7pp | 373.45%-355.9pp |
| Employer contribution / active EE | $3,019 | $4,285-29.5% | $3,431-12.0% | $4,753-36.5% |
| Participant deferral / active EE | $4,553 | $5,878-22.5% | $4,800-5.1% | $6,711-32.2% |
| Admin fee / account holder | $5,649 | $9,959-43.3% | $7,752-27.1% | $11,407-50.5% |