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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 | $26,429 | $129,737-79.6% | $119,126-77.8% | $154,746-82.9% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 13.71% | 379.08%-365.4pp | 282.11%-268.4pp | 172.34%-158.6pp |
| Employer contribution / active EE | $1,660 | $4,375-62.1% | $4,034-58.8% | $4,379-62.1% |
| Participant deferral / active EE | $5,257 | $5,842-10.0% | $5,318-1.2% | $6,730-21.9% |
| Admin fee / account holder | $6,441 | $11,961-46.2% | $10,693-39.8% | $14,365-55.2% |