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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 | $54,323 | $176,794-69.3% | $146,647-63.0% | $167,553-67.6% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 15.80% | 24.04%-8.2pp | 22.75%-6.9pp | 478.89%-463.1pp |
| Employer contribution / active EE | $2,626 | $5,161-49.1% | $4,137-36.5% | $4,840-45.7% |
| Participant deferral / active EE | $6,851 | $6,440+6.4% | $5,506+24.4% | $6,343+8.0% |
| Admin fee / account holder | $4,871 | $13,262-63.3% | $10,281-52.6% | $12,316-60.5% |