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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 | $37,554 | $88,754-57.7% | $81,820-54.1% | $145,877-74.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 14.84% | 1031.77%-1016.9pp | 777.93%-763.1pp | 551.28%-536.4pp |
| Employer contribution / active EE | $1,906 | $3,085-38.2% | $2,915-34.6% | $4,663-59.1% |
| Participant deferral / active EE | $2,926 | $4,648-37.0% | $4,323-32.3% | $6,691-56.3% |
| Admin fee / account holder | $2,632 | $8,424-68.8% | $7,391-64.4% | $13,402-80.4% |