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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 | $33,789 | $124,175-72.8% | $108,405-68.8% | $167,536-79.8% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 12.63% | 1380.13%-1367.5pp | 905.55%-892.9pp | 478.82%-466.2pp |
| Employer contribution / active EE | $1,565 | $4,188-62.6% | $3,559-56.0% | $4,839-67.7% |
| Participant deferral / active EE | $3,102 | $6,908-55.1% | $6,563-52.7% | $6,342-51.1% |
| Admin fee / account holder | $1,394 | $9,457-85.3% | $7,297-80.9% | $12,315-88.7% |