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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 | $54,648 | $227,399-76.0% | $189,758-71.2% | $198,609-72.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 18.63% | 61.03%-42.4pp | 52.62%-34.0pp | 202.70%-184.1pp |
| Employer contribution / active EE | $1,829 | $5,526-66.9% | $4,767-61.6% | $5,055-63.8% |
| Participant deferral / active EE | $4,233 | $6,837-38.1% | $5,856-27.7% | $6,977-39.3% |
| Admin fee / account holder | $620 | $25,162-97.5% | $20,388-97.0% | $19,030-96.7% |