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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 | $43,018 | $118,708-63.8% | $98,920-56.5% | $158,982-72.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 14.29% | 372.49%-358.2pp | 196.47%-182.2pp | 302.99%-288.7pp |
| Employer contribution / active EE | $2,000 | $3,334-40.0% | $2,689-25.6% | $4,763-58.0% |
| Participant deferral / active EE | $5,337 | $5,089+4.9% | $4,245+25.7% | $5,983-10.8% |
| Admin fee / account holder | $1,111 | $10,134-89.0% | $6,643-83.3% | $11,252-90.1% |