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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 | $33,516 | $101,069-66.8% | $81,478-58.9% | $147,585-77.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 17.01% | 32.40%-15.4pp | 38.78%-21.8pp | 578.57%-561.6pp |
| Employer contribution / active EE | $3,067 | $3,205-4.3% | $2,568+19.4% | $4,876-37.1% |
| Participant deferral / active EE | $6,205 | $4,242+46.3% | $3,537+75.4% | $5,439+14.1% |
| Admin fee / account holder | $2,803 | $5,812-51.8% | $4,561-38.5% | $10,885-74.3% |