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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 | $58,921 | $85,060-30.7% | $70,565-16.5% | $139,487-57.8% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.4%+31.6pp | 80.3%+19.7pp |
| Annual return | 17.27% | 30.39%-13.1pp | 32.79%-15.5pp | 373.84%-356.6pp |
| Employer contribution / active EE | $2,580 | $3,912-34.0% | $2,976-13.3% | $4,755-45.7% |
| Participant deferral / active EE | $11,250 | $5,891+91.0% | $4,568+146.3% | $6,713+67.6% |
| Admin fee / account holder | $17,943 | $8,932+100.9% | $6,430+179.0% | $11,407+57.3% |