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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 | $43,622 | $168,635-74.1% | $147,617-70.4% | $125,389-65.2% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 10.32% | 77.65%-67.3pp | 61.98%-51.7pp | 282.24%-271.9pp |
| Employer contribution / active EE | $1,587 | $6,252-74.6% | $5,564-71.5% | $4,866-67.4% |
| Participant deferral / active EE | $2,469 | $5,507-55.2% | $4,895-49.6% | $5,352-53.9% |
| Admin fee / account holder | $4,201 | $13,580-69.1% | $11,612-63.8% | $9,541-56.0% |