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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 | $36,210 | $108,897-66.7% | $100,378-63.9% | $145,877-75.2% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 12.77% | 58.17%-45.4pp | 49.41%-36.6pp | 551.28%-538.5pp |
| Employer contribution / active EE | $1,954 | $4,420-55.8% | $3,942-50.4% | $4,663-58.1% |
| Participant deferral / active EE | $2,593 | $8,455-69.3% | $8,087-67.9% | $6,691-61.2% |
| Admin fee / account holder | $2,019 | $9,690-79.2% | $7,899-74.4% | $13,402-84.9% |