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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 | $55,709 | $105,856-47.4% | $90,161-38.2% | $147,586-62.3% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 11.95% | 37.63%-25.7pp | 34.89%-22.9pp | 578.59%-566.6pp |
| Employer contribution / active EE | $1,517 | $4,126-63.2% | $3,318-54.3% | $4,876-68.9% |
| Participant deferral / active EE | $3,720 | $5,733-35.1% | $5,287-29.6% | $5,439-31.6% |
| Admin fee / account holder | $572 | $8,046-92.9% | $5,943-90.4% | $10,886-94.7% |