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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 | $34,627 | $190,916-81.9% | $160,037-78.4% | $134,545-74.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | 4.14% | 552.79%-548.6pp | 408.95%-404.8pp | 418.37%-414.2pp |
| Employer contribution / active EE | $802 | $4,996-83.9% | $4,226-81.0% | $4,742-83.1% |
| Participant deferral / active EE | $3,856 | $6,925-44.3% | $6,184-37.6% | $6,401-39.8% |
| Admin fee / account holder | $1,684 | $10,497-84.0% | $8,716-80.7% | $11,431-85.3% |