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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 | $43,416 | $121,701-64.3% | $104,639-58.5% | $158,982-72.7% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 15.00% | 465.72%-450.7pp | 340.67%-325.7pp | 302.99%-288.0pp |
| Employer contribution / active EE | $1,886 | $3,165-40.4% | $2,682-29.7% | $4,763-60.4% |
| Participant deferral / active EE | $3,221 | $4,176-22.9% | $3,738-13.8% | $5,983-46.2% |
| Admin fee / account holder | $736 | $7,778-90.5% | $6,465-88.6% | $11,252-93.5% |