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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 | $57,004 | $77,416-26.4% | $69,464-17.9% | $152,897-62.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 17.65% | 39.08%-21.4pp | 28.98%-11.3pp | 345.43%-327.8pp |
| Employer contribution / active EE | $2,697 | $3,315-18.6% | $2,779-3.0% | $4,764-43.4% |
| Participant deferral / active EE | $2,774 | $4,413-37.1% | $3,536-21.6% | $5,851-52.6% |
| Admin fee / account holder | $667 | $6,208-89.2% | $3,840-82.6% | $11,599-94.2% |