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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 | $54,291 | $102,595-47.1% | $94,057-42.3% | $154,746-64.9% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 11.64% | 583.42%-571.8pp | 480.62%-469.0pp | 172.34%-160.7pp |
| Employer contribution / active EE | $1,201 | $3,147-61.9% | $2,933-59.1% | $4,379-72.6% |
| Participant deferral / active EE | $4,022 | $5,118-21.4% | $4,709-14.6% | $6,730-40.2% |
| Admin fee / account holder | $1,260 | $7,736-83.7% | $7,244-82.6% | $14,365-91.2% |