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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 | $51,056 | $154,209-66.9% | $130,062-60.7% | $139,487-63.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 18.15% | 32.52%-14.4pp | -137.37%+155.5pp | 373.84%-355.7pp |
| Employer contribution / active EE | $2,385 | $5,292-54.9% | $4,322-44.8% | $4,755-49.8% |
| Participant deferral / active EE | $3,379 | $6,709-49.6% | $5,821-42.0% | $6,713-49.7% |
| Admin fee / account holder | $799 | $13,988-94.3% | $10,601-92.5% | $11,407-93.0% |