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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 | $46,177 | $106,280-56.6% | $96,538-52.2% | $139,487-66.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 19.99% | 38.48%-18.5pp | 35.74%-15.8pp | 373.84%-353.9pp |
| Employer contribution / active EE | $1,985 | $4,107-51.7% | $3,740-46.9% | $4,755-58.3% |
| Participant deferral / active EE | $2,809 | $5,457-48.5% | $4,880-42.4% | $6,713-58.1% |
| Admin fee / account holder | $5,713 | $7,888-27.6% | $6,737-15.2% | $11,407-49.9% |