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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 | $59,241 | $124,336-52.4% | $111,303-46.8% | $167,518-64.6% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 13.95% | 37.45%-23.5pp | 54.66%-40.7pp | 478.71%-464.8pp |
| Employer contribution / active EE | $2,454 | $3,436-28.6% | $2,731-10.1% | $4,838-49.3% |
| Participant deferral / active EE | $3,986 | $5,181-23.1% | $4,487-11.2% | $6,342-37.1% |
| Admin fee / account holder | $2,255 | $10,623-78.8% | $7,966-71.7% | $12,312-81.7% |