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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 | $108,912-66.8% | $100,383-63.9% | $145,959-75.2% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 12.77% | 57.96%-45.2pp | 49.26%-36.5pp | 561.95%-549.2pp |
| Employer contribution / active EE | $1,954 | $4,423-55.8% | $3,944-50.5% | $4,661-58.1% |
| Participant deferral / active EE | $2,593 | $8,451-69.3% | $8,086-67.9% | $6,689-61.2% |
| Admin fee / account holder | $2,019 | $9,690-79.2% | $7,900-74.4% | $13,398-84.9% |