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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 | $55,922 | $157,829-64.6% | $136,867-59.1% | $198,609-71.8% |
| Participation rate | 100.0% | 77.2%+22.8pp | 74.5%+25.5pp | 82.4%+17.6pp |
| Annual return | 17.15% | 51.25%-34.1pp | 42.97%-25.8pp | 202.70%-185.6pp |
| Employer contribution / active EE | $2,367 | $3,923-39.7% | $3,547-33.3% | $5,055-53.2% |
| Participant deferral / active EE | $5,075 | $5,463-7.1% | $4,924+3.1% | $6,977-27.3% |
| Admin fee / account holder | $1,456 | $11,107-86.9% | $10,340-85.9% | $19,030-92.3% |