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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 | $41,962 | $111,535-62.4% | $105,223-60.1% | $137,256-69.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 20.41% | 237.85%-217.4pp | 180.65%-160.2pp | 220.34%-199.9pp |
| Employer contribution / active EE | $2,420 | $3,939-38.6% | $3,689-34.4% | $4,156-41.8% |
| Participant deferral / active EE | $2,888 | $5,500-47.5% | $5,072-43.1% | $6,407-54.9% |
| Admin fee / account holder | $3,799 | $9,721-60.9% | $8,859-57.1% | $12,270-69.0% |