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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 | $54,624 | $154,209-64.6% | $130,062-58.0% | $139,487-60.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 18.42% | 32.52%-14.1pp | -137.37%+155.8pp | 373.84%-355.4pp |
| Employer contribution / active EE | $2,689 | $5,292-49.2% | $4,322-37.8% | $4,755-43.4% |
| Participant deferral / active EE | $2,581 | $6,709-61.5% | $5,821-55.7% | $6,713-61.5% |
| Admin fee / account holder | $4,447 | $13,988-68.2% | $10,601-58.1% | $11,407-61.0% |