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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 | $52,168 | $166,268-68.6% | $165,100-68.4% | $145,897-64.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 11.18% | 100.52%-89.3pp | 70.21%-59.0pp | 552.29%-541.1pp |
| Employer contribution / active EE | $3,249 | $5,284-38.5% | $4,348-25.3% | $4,663-30.3% |
| Participant deferral / active EE | $3,766 | $6,964-45.9% | $6,035-37.6% | $6,689-43.7% |
| Admin fee / account holder | $1,159 | $16,659-93.0% | $12,696-90.9% | $13,390-91.3% |