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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 | $58,350 | $165,939-64.8% | $122,354-52.3% | $147,585-60.5% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 15.33% | 34.56%-19.2pp | 30.28%-14.9pp | 578.58%-563.3pp |
| Employer contribution / active EE | $2,459 | $5,754-57.3% | $4,051-39.3% | $4,876-49.6% |
| Participant deferral / active EE | $2,210 | $4,005-44.8% | $3,287-32.8% | $5,439-59.4% |
| Admin fee / account holder | $2,436 | $7,425-67.2% | $5,479-55.5% | $10,886-77.6% |