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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 | $24,673 | $176,105-86.0% | $159,474-84.5% | $167,536-85.3% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 15.52% | 331.91%-316.4pp | 263.68%-248.2pp | 478.82%-463.3pp |
| Employer contribution / active EE | $2,974 | $5,299-43.9% | $4,831-38.4% | $4,839-38.5% |
| Participant deferral / active EE | $3,232 | $7,751-58.3% | $7,353-56.1% | $6,342-49.0% |
| Admin fee / account holder | $1,659 | $12,559-86.8% | $10,802-84.6% | $12,315-86.5% |