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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 | $54,230 | $105,960-48.8% | $81,726-33.6% | $158,982-65.9% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 15.01% | 38.19%-23.2pp | 29.49%-14.5pp | 302.99%-288.0pp |
| Employer contribution / active EE | $1,919 | $7,805-75.4% | $4,311-55.5% | $4,763-59.7% |
| Participant deferral / active EE | $2,898 | $13,011-77.7% | $7,108-59.2% | $5,983-51.6% |
| Admin fee / account holder | $499 | $8,494-94.1% | $5,160-90.3% | $11,252-95.6% |