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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 | $29,121 | $101,618-71.3% | $93,063-68.7% | $137,256-78.8% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 18.74% | 223.95%-205.2pp | 34.15%-15.4pp | 220.34%-201.6pp |
| Employer contribution / active EE | $5,892 | $2,707+117.6% | $2,476+138.0% | $4,156+41.8% |
| Participant deferral / active EE | $6,700 | $4,279+56.6% | $3,958+69.3% | $6,407+4.6% |
| Admin fee / account holder | $4,777 | $6,198-22.9% | $6,033-20.8% | $12,270-61.1% |