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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 | $32,712 | $125,237-73.9% | $105,608-69.0% | $145,877-77.6% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 12.75% | 225.76%-213.0pp | 116.50%-103.8pp | 551.28%-538.5pp |
| Employer contribution / active EE | $1,539 | $3,720-58.6% | $3,167-51.4% | $4,663-67.0% |
| Participant deferral / active EE | $2,824 | $5,711-50.5% | $5,010-43.6% | $6,691-57.8% |
| Admin fee / account holder | $2,199 | $17,287-87.3% | $11,028-80.1% | $13,402-83.6% |