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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 | $28,969 | $176,402-83.6% | $134,162-78.4% | $158,982-81.8% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 14.76% | 63.66%-48.9pp | 36.35%-21.6pp | 302.99%-288.2pp |
| Employer contribution / active EE | $5,093 | $5,042+1.0% | $3,705+37.5% | $4,763+6.9% |
| Participant deferral / active EE | $1,589 | $4,093-61.2% | $3,500-54.6% | $5,983-73.4% |
| Admin fee / account holder | $417 | $8,719-95.2% | $6,685-93.8% | $11,252-96.3% |