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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 | $54,160 | $154,193-64.9% | $130,045-58.4% | $139,466-61.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 13.01% | 32.51%-19.5pp | -137.30%+150.3pp | 373.66%-360.7pp |
| Employer contribution / active EE | $5,385 | $5,292+1.8% | $4,321+24.6% | $4,754+13.3% |
| Participant deferral / active EE | $4,352 | $6,709-35.1% | $5,820-25.2% | $6,712-35.2% |
| Admin fee / account holder | $2,405 | $13,989-82.8% | $10,600-77.3% | $11,409-78.9% |