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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 | $54,692 | $58,241-6.1% | $81,780-33.1% | $80,911-32.4% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.4%+27.6pp | 67.6%+32.4pp |
| Annual return | 15.55% | 41.73%-26.2pp | 776.27%-760.7pp | 35.63%-20.1pp |
| Employer contribution / active EE | $2,482 | $2,343+5.9% | $2,914-14.8% | $2,756-9.9% |
| Participant deferral / active EE | $4,189 | $3,283+27.6% | $4,321-3.0% | $4,297-2.5% |
| Admin fee / account holder | $1,083 | $4,973-78.2% | $7,384-85.3% | $6,935-84.4% |