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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 | $28,411 | $129,737-78.1% | $119,126-76.2% | $154,746-81.6% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 16.46% | 379.08%-362.6pp | 282.11%-265.6pp | 172.34%-155.9pp |
| Employer contribution / active EE | $2,074 | $4,375-52.6% | $4,034-48.6% | $4,379-52.6% |
| Participant deferral / active EE | $4,059 | $5,842-30.5% | $5,318-23.7% | $6,730-39.7% |
| Admin fee / account holder | $5,033 | $11,961-57.9% | $10,693-52.9% | $14,365-65.0% |