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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 | $83,602 | $129,959-35.7% | $104,301-19.8% | $134,509-37.8% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | 40.01% | 42.04%-2.0pp | 24.61%+15.4pp | 418.13%-378.1pp |
| Employer contribution / active EE | $1,811 | $4,185-56.7% | $3,373-46.3% | $4,741-61.8% |
| Participant deferral / active EE | $3,240 | $5,589-42.0% | $4,626-30.0% | $6,400-49.4% |
| Admin fee / account holder | $729 | $9,325-92.2% | $7,340-90.1% | $11,427-93.6% |