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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 | $53,862 | $116,203-53.6% | $93,621-42.5% | $152,897-64.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 15.08% | 35.96%-20.9pp | 32.76%-17.7pp | 345.43%-330.3pp |
| Employer contribution / active EE | $11,423 | $3,219+254.8% | $2,719+320.2% | $4,764+139.8% |
| Participant deferral / active EE | $1,322 | $4,605-71.3% | $4,070-67.5% | $5,851-77.4% |
| Admin fee / account holder | $520 | $10,751-95.2% | $7,890-93.4% | $11,599-95.5% |