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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 | $63,475 | $105,856-40.0% | $90,161-29.6% | $147,586-57.0% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 18.02% | 37.63%-19.6pp | 34.89%-16.9pp | 578.59%-560.6pp |
| Employer contribution / active EE | $3,998 | $4,126-3.1% | $3,318+20.5% | $4,876-18.0% |
| Participant deferral / active EE | $3,055 | $5,733-46.7% | $5,287-42.2% | $5,439-43.8% |
| Admin fee / account holder | $1,107 | $8,046-86.2% | $5,943-81.4% | $10,886-89.8% |