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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 | $33,517 | $108,882-69.2% | $96,754-65.4% | $154,746-78.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 14.53% | 98.39%-83.9pp | 82.04%-67.5pp | 172.34%-157.8pp |
| Employer contribution / active EE | $2,064 | $3,018-31.6% | $2,679-23.0% | $4,379-52.9% |
| Participant deferral / active EE | $2,200 | $5,323-58.7% | $4,758-53.8% | $6,730-67.3% |
| Admin fee / account holder | $4,134 | $10,200-59.5% | $8,905-53.6% | $14,365-71.2% |