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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 | $51,879 | $53,127-2.4% | $86,587-40.1% | $70,131-26.0% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 15.13% | 27.66%-12.5pp | 964.86%-949.7pp | 73.14%-58.0pp |
| Employer contribution / active EE | $2,094 | $2,068+1.3% | $2,839-26.2% | $2,342-10.6% |
| Participant deferral / active EE | $5,705 | $2,696+111.6% | $3,609+58.1% | $3,332+71.2% |
| Admin fee / account holder | $2,508 | $3,585-30.0% | $4,906-48.9% | $4,645-46.0% |