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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 | $42,084 | $149,040-71.8% | $120,225-65.0% | $137,256-69.3% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 12.00% | 605.68%-593.7pp | 439.23%-427.2pp | 220.34%-208.3pp |
| Employer contribution / active EE | $1,608 | $4,350-63.0% | $3,475-53.7% | $4,156-61.3% |
| Participant deferral / active EE | $3,771 | $4,655-19.0% | $3,999-5.7% | $6,407-41.1% |
| Admin fee / account holder | $5,841 | $6,348-8.0% | $5,696+2.5% | $12,270-52.4% |