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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 | $44,566 | $165,939-73.1% | $122,354-63.6% | $147,586-69.8% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 9.98% | 34.56%-24.6pp | 30.28%-20.3pp | 578.59%-568.6pp |
| Employer contribution / active EE | $1,254 | $5,754-78.2% | $4,051-69.1% | $4,876-74.3% |
| Participant deferral / active EE | $2,444 | $4,005-39.0% | $3,287-25.7% | $5,439-55.1% |
| Admin fee / account holder | $1,263 | $7,425-83.0% | $5,479-76.9% | $10,886-88.4% |