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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 | $22,202 | $160,040-86.1% | $147,096-84.9% | $145,877-84.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.98% | 98.49%-86.5pp | 419.75%-407.8pp | 551.28%-539.3pp |
| Employer contribution / active EE | $2,020 | $5,289-61.8% | $4,936-59.1% | $4,663-56.7% |
| Participant deferral / active EE | $2,864 | $8,429-66.0% | $8,071-64.5% | $6,691-57.2% |
| Admin fee / account holder | $5,006 | $15,050-66.7% | $13,005-61.5% | $13,402-62.7% |