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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 | $39,135 | $117,829-66.8% | $102,423-61.8% | $145,877-73.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 23.17% | 31.83%-8.7pp | 29.42%-6.3pp | 551.28%-528.1pp |
| Employer contribution / active EE | $1,460 | $3,615-59.6% | $3,023-51.7% | $4,663-68.7% |
| Participant deferral / active EE | $2,693 | $5,732-53.0% | $5,054-46.7% | $6,691-59.7% |
| Admin fee / account holder | $5,114 | $13,335-61.7% | $9,455-45.9% | $13,402-61.8% |