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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 | $36,872 | $116,190-68.3% | $93,614-60.6% | $152,885-75.9% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 21.78% | 35.96%-14.2pp | 32.76%-11.0pp | 345.39%-323.6pp |
| Employer contribution / active EE | $4,099 | $3,219+27.3% | $2,718+50.8% | $4,763-13.9% |
| Participant deferral / active EE | $3,199 | $4,604-30.5% | $4,069-21.4% | $5,851-45.3% |
| Admin fee / account holder | $1,056 | $10,749-90.2% | $7,889-86.6% | $11,598-90.9% |