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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 | $51,263 | $96,491-46.9% | $75,894-32.5% | $152,885-66.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.5%+17.5pp |
| Annual return | 15.46% | 33.98%-18.5pp | 30.76%-15.3pp | 345.39%-329.9pp |
| Employer contribution / active EE | $2,684 | $3,310-18.9% | $2,501+7.3% | $4,763-43.7% |
| Participant deferral / active EE | $2,684 | $4,553-41.1% | $3,603-25.5% | $5,851-54.1% |
| Admin fee / account holder | $1,848 | $8,079-77.1% | $5,420-65.9% | $11,598-84.1% |