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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 | $35,971 | $108,942-67.0% | $100,415-64.2% | $145,897-75.3% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 19.76% | 58.27%-38.5pp | 49.47%-29.7pp | 552.29%-532.5pp |
| Employer contribution / active EE | $1,606 | $4,422-63.7% | $3,943-59.3% | $4,663-65.6% |
| Participant deferral / active EE | $2,653 | $8,461-68.6% | $8,091-67.2% | $6,689-60.3% |
| Admin fee / account holder | $790 | $9,702-91.9% | $7,906-90.0% | $13,390-94.1% |