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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 | $55,984 | $176,838-68.3% | $146,685-61.8% | $167,518-66.6% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 12.58% | 24.04%-11.5pp | 22.75%-10.2pp | 478.71%-466.1pp |
| Employer contribution / active EE | $5,974 | $5,161+15.8% | $4,137+44.4% | $4,838+23.5% |
| Participant deferral / active EE | $3,596 | $6,441-44.2% | $5,507-34.7% | $6,342-43.3% |
| Admin fee / account holder | $1,234 | $13,262-90.7% | $10,281-88.0% | $12,312-90.0% |