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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 | $59,695 | $65,434-8.8% | $98,483-39.4% | $85,847-30.5% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 12.75% | 21.75%-9.0pp | 1494.38%-1481.6pp | 318.61%-305.9pp |
| Employer contribution / active EE | $2,237 | $2,169+3.1% | $2,961-24.4% | $2,565-12.8% |
| Participant deferral / active EE | $1,121 | $3,168-64.6% | $4,276-73.8% | $3,952-71.6% |
| Admin fee / account holder | $1,974 | $4,595-57.0% | $5,953-66.8% | $6,261-68.5% |