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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 | $53,745 | $51,184+5.0% | $66,439-19.1% | $86,983-38.2% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.5%+25.5pp | 69.5%+30.5pp |
| Annual return | 15.18% | 17.07%-1.9pp | 757.66%-742.5pp | 25.83%-10.7pp |
| Employer contribution / active EE | $1,498 | $2,023-25.9% | $2,637-43.2% | $2,584-42.0% |
| Participant deferral / active EE | $1,805 | $2,927-38.3% | $3,876-53.4% | $4,194-57.0% |
| Admin fee / account holder | $2,308 | $4,154-44.4% | $6,173-62.6% | $7,856-70.6% |