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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 | $37,151 | $121,701-69.5% | $104,639-64.5% | $158,982-76.6% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 12.04% | 465.72%-453.7pp | 340.67%-328.6pp | 302.99%-290.9pp |
| Employer contribution / active EE | $1,070 | $3,165-66.2% | $2,682-60.1% | $4,763-77.5% |
| Participant deferral / active EE | $2,295 | $4,176-45.0% | $3,738-38.6% | $5,983-61.6% |
| Admin fee / account holder | $1,184 | $7,778-84.8% | $6,465-81.7% | $11,252-89.5% |