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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 | $37,406 | $105,856-64.7% | $90,161-58.5% | $147,586-74.7% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 48.33% | 37.63%+10.7pp | 34.89%+13.4pp | 578.59%-530.3pp |
| Employer contribution / active EE | $993 | $4,126-75.9% | $3,318-70.1% | $4,876-79.6% |
| Participant deferral / active EE | $2,611 | $5,733-54.5% | $5,287-50.6% | $5,439-52.0% |
| Admin fee / account holder | $2,356 | $8,046-70.7% | $5,943-60.4% | $10,886-78.4% |