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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 | $42,810 | $112,121-61.8% | $95,960-55.4% | $158,966-73.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 14.08% | 171.16%-157.1pp | 91.63%-77.6pp | 302.95%-288.9pp |
| Employer contribution / active EE | $2,658 | $3,199-16.9% | $2,541+4.6% | $4,762-44.2% |
| Participant deferral / active EE | $13,081 | $4,784+173.4% | $4,167+214.0% | $5,983+118.6% |
| Admin fee / account holder | $2,203 | $10,135-78.3% | $6,797-67.6% | $11,250-80.4% |