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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 | $58,410 | $102,638-43.1% | $81,991-28.8% | $158,966-63.3% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.3%+30.7pp | 82.0%+18.0pp |
| Annual return | 10.54% | 61.05%-50.5pp | 41.31%-30.8pp | 302.95%-292.4pp |
| Employer contribution / active EE | $2,612 | $3,241-19.4% | $2,498+4.5% | $4,762-45.2% |
| Participant deferral / active EE | $2,612 | $4,649-43.8% | $3,722-29.8% | $5,983-56.3% |
| Admin fee / account holder | $387 | $8,237-95.3% | $5,665-93.2% | $11,250-96.6% |