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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 | $55,140 | $51,184+7.7% | $66,439-17.0% | $86,983-36.6% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.5%+25.5pp | 69.5%+30.5pp |
| Annual return | 17.73% | 17.07%+0.7pp | 757.66%-739.9pp | 25.83%-8.1pp |
| Employer contribution / active EE | $7,691 | $2,023+280.2% | $2,637+191.7% | $2,584+197.6% |
| Participant deferral / active EE | $2,903 | $2,927-0.8% | $3,876-25.1% | $4,194-30.8% |
| Admin fee / account holder | $364 | $4,154-91.2% | $6,173-94.1% | $7,856-95.4% |