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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 | $32,354 | $109,372-70.4% | $89,414-63.8% | $158,966-79.6% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 18.88% | 345.55%-326.7pp | 245.50%-226.6pp | 302.95%-284.1pp |
| Employer contribution / active EE | $990 | $3,171-68.8% | $2,586-61.7% | $4,762-79.2% |
| Participant deferral / active EE | $1,149 | $4,598-75.0% | $3,890-70.5% | $5,983-80.8% |
| Admin fee / account holder | $428 | $6,156-93.1% | $4,883-91.2% | $11,250-96.2% |