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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 | $36,895 | $102,632-64.1% | $81,988-55.0% | $158,950-76.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.3%+30.7pp | 82.0%+18.0pp |
| Annual return | 17.27% | 61.05%-43.8pp | 41.31%-24.0pp | 302.91%-285.6pp |
| Employer contribution / active EE | $1,115 | $3,241-65.6% | $2,498-55.4% | $4,762-76.6% |
| Participant deferral / active EE | $2,774 | $4,649-40.3% | $3,722-25.5% | $5,983-53.6% |
| Admin fee / account holder | $2,268 | $8,237-72.5% | $5,665-60.0% | $11,248-79.8% |