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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 | $34,318 | $115,814-70.4% | $101,275-66.1% | $158,982-78.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 15.07% | 56.16%-41.1pp | 46.48%-31.4pp | 302.99%-287.9pp |
| Employer contribution / active EE | $1,348 | $4,176-67.7% | $3,660-63.2% | $4,763-71.7% |
| Participant deferral / active EE | $3,874 | $4,958-21.9% | $4,371-11.4% | $5,983-35.3% |
| Admin fee / account holder | $1,112 | $7,249-84.7% | $5,948-81.3% | $11,252-90.1% |