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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 | $51,963 | $55,457-6.3% | $77,361-32.8% | $94,015-44.7% |
| Participation rate | 100.0% | 69.8%+30.2pp | 75.0%+25.0pp | 70.8%+29.2pp |
| Annual return | 11.47% | 15.57%-4.1pp | 1011.54%-1000.1pp | 17.84%-6.4pp |
| Employer contribution / active EE | $908 | $2,255-59.7% | $2,990-69.6% | $2,790-67.5% |
| Participant deferral / active EE | $5,981 | $3,069+94.8% | $3,911+52.9% | $4,249+40.7% |
| Admin fee / account holder | $3,969 | $4,334-8.4% | $5,894-32.7% | $8,951-55.7% |