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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 | $58,620 | $132,634-55.8% | $115,768-49.4% | $137,256-57.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 14.05% | 160.70%-146.6pp | 100.46%-86.4pp | 220.34%-206.3pp |
| Employer contribution / active EE | $1,392 | $3,360-58.6% | $2,940-52.7% | $4,156-66.5% |
| Participant deferral / active EE | $3,250 | $5,619-42.2% | $4,917-33.9% | $6,407-49.3% |
| Admin fee / account holder | $2,007 | $15,028-86.6% | $12,439-83.9% | $12,270-83.6% |