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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 | $30,444 | $129,737-76.5% | $119,126-74.4% | $154,746-80.3% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 15.08% | 379.08%-364.0pp | 282.11%-267.0pp | 172.34%-157.3pp |
| Employer contribution / active EE | $3,276 | $4,375-25.1% | $4,034-18.8% | $4,379-25.2% |
| Participant deferral / active EE | $3,945 | $5,842-32.5% | $5,318-25.8% | $6,730-41.4% |
| Admin fee / account holder | $464 | $11,961-96.1% | $10,693-95.7% | $14,365-96.8% |