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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 | $37,273 | $150,346-75.2% | $120,524-69.1% | $145,877-74.4% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 14.41% | 154.40%-140.0pp | 107.36%-93.0pp | 551.28%-536.9pp |
| Employer contribution / active EE | $1,336 | $4,353-69.3% | $3,469-61.5% | $4,663-71.4% |
| Participant deferral / active EE | $1,905 | $6,172-69.1% | $4,994-61.9% | $6,691-71.5% |
| Admin fee / account holder | $2,600 | $12,215-78.7% | $9,440-72.5% | $13,402-80.6% |