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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 | $40,773 | $148,629-72.6% | $135,982-70.0% | $139,487-70.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 23.58% | 79.33%-55.8pp | 68.32%-44.7pp | 373.84%-350.3pp |
| Employer contribution / active EE | $3,069 | $5,247-41.5% | $4,859-36.8% | $4,755-35.5% |
| Participant deferral / active EE | $7,723 | $8,102-4.7% | $7,760-0.5% | $6,713+15.1% |
| Admin fee / account holder | $349 | $12,406-97.2% | $10,767-96.8% | $11,407-96.9% |