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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 | $33,988 | $227,597-85.1% | $189,575-82.1% | $167,536-79.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 14.63% | 78.44%-63.8pp | 64.19%-49.6pp | 478.82%-464.2pp |
| Employer contribution / active EE | $2,200 | $5,316-58.6% | $4,412-50.1% | $4,839-54.5% |
| Participant deferral / active EE | $3,648 | $7,002-47.9% | $6,174-40.9% | $6,342-42.5% |
| Admin fee / account holder | $1,180 | $11,877-90.1% | $9,806-88.0% | $12,315-90.4% |