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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 | $55,825 | $289,211-80.7% | $260,467-78.6% | $198,609-71.9% |
| Participation rate | 100.0% | 83.1%+16.9pp | 80.5%+19.5pp | 82.4%+17.6pp |
| Annual return | 18.23% | 112.90%-94.7pp | 100.60%-82.4pp | 202.70%-184.5pp |
| Employer contribution / active EE | $1,109 | $4,663-76.2% | $4,239-73.8% | $5,055-78.1% |
| Participant deferral / active EE | $2,591 | $6,812-62.0% | $6,319-59.0% | $6,977-62.9% |
| Admin fee / account holder | $1,348 | $16,236-91.7% | $15,461-91.3% | $19,030-92.9% |