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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 | $53,312 | $99,921-46.6% | $85,009-37.3% | $145,959-63.5% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 13.12% | 83.89%-70.8pp | 66.47%-53.3pp | 561.95%-548.8pp |
| Employer contribution / active EE | $3,362 | $3,233+4.0% | $2,728+23.2% | $4,661-27.9% |
| Participant deferral / active EE | $4,136 | $5,293-21.9% | $4,522-8.5% | $6,689-38.2% |
| Admin fee / account holder | $517 | $7,252-92.9% | $6,153-91.6% | $13,398-96.1% |