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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 | $56,955 | $129,737-56.1% | $119,126-52.2% | $154,746-63.2% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 12.97% | 379.08%-366.1pp | 282.11%-269.1pp | 172.34%-159.4pp |
| Employer contribution / active EE | $2,194 | $4,375-49.9% | $4,034-45.6% | $4,379-49.9% |
| Participant deferral / active EE | $4,015 | $5,842-31.3% | $5,318-24.5% | $6,730-40.3% |
| Admin fee / account holder | $1,421 | $11,961-88.1% | $10,693-86.7% | $14,365-90.1% |