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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 | $24,018 | $148,582-83.8% | $135,942-82.3% | $139,456-82.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.56% | 79.26%-62.7pp | 68.28%-51.7pp | 373.45%-356.9pp |
| Employer contribution / active EE | $2,203 | $5,245-58.0% | $4,858-54.7% | $4,753-53.7% |
| Participant deferral / active EE | $4,711 | $8,101-41.8% | $7,759-39.3% | $6,711-29.8% |
| Admin fee / account holder | $3,691 | $12,402-70.2% | $10,764-65.7% | $11,407-67.6% |