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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 | $58,383 | $101,063-42.2% | $81,473-28.3% | $147,586-60.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 19.75% | 32.41%-12.7pp | 38.78%-19.0pp | 578.59%-558.8pp |
| Employer contribution / active EE | $3,731 | $3,206+16.4% | $2,568+45.3% | $4,876-23.5% |
| Participant deferral / active EE | $7,461 | $4,242+75.9% | $3,537+111.0% | $5,439+37.2% |
| Admin fee / account holder | $875 | $5,812-85.0% | $4,561-80.8% | $10,886-92.0% |