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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 | $53,743 | $85,060-36.8% | $70,548-23.8% | $139,456-61.5% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 15.69% | 30.38%-14.7pp | 32.78%-17.1pp | 373.45%-357.8pp |
| Employer contribution / active EE | $7,138 | $3,911+82.5% | $2,975+139.9% | $4,753+50.2% |
| Participant deferral / active EE | $7,500 | $5,890+27.3% | $4,567+64.2% | $6,711+11.8% |
| Admin fee / account holder | $343 | $8,925-96.2% | $6,424-94.7% | $11,407-97.0% |