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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 | $23,918 | $96,558-75.2% | $80,977-70.5% | $273,972-91.3% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 96.85% | 15.14%+81.7pp | 17.11%+79.7pp | 41.46%+55.4pp |
| Employer contribution / active EE | $3,199 | $4,869-34.3% | $3,715-13.9% | $4,869-34.3% |
| Participant deferral / active EE | $6,741 | $6,598+2.2% | $5,696+18.3% | $5,287+27.5% |
| Admin fee / account holder | $551 | $7,493-92.6% | $5,517-90.0% | $10,133-94.6% |