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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 | $54,460 | $102,595-46.9% | $94,057-42.1% | $154,746-64.8% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 17.13% | 583.42%-566.3pp | 480.62%-463.5pp | 172.34%-155.2pp |
| Employer contribution / active EE | $685 | $3,147-78.2% | $2,933-76.6% | $4,379-84.4% |
| Participant deferral / active EE | $2,916 | $5,118-43.0% | $4,709-38.1% | $6,730-56.7% |
| Admin fee / account holder | $3,325 | $7,736-57.0% | $7,244-54.1% | $14,365-76.9% |