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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 | $50,579 | $142,430-64.5% | $115,170-56.1% | $152,897-66.9% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.5%+17.5pp |
| Annual return | 24.03% | 41.48%-17.4pp | 35.60%-11.6pp | 345.43%-321.4pp |
| Employer contribution / active EE | $1,389 | $4,011-65.4% | $3,179-56.3% | $4,764-70.8% |
| Participant deferral / active EE | $0 | $5,165-100.0% | $4,169-100.0% | $5,851-100.0% |
| Admin fee / account holder | $521 | $8,464-93.8% | $7,089-92.6% | $11,599-95.5% |