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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 | $40,034 | $125,237-68.0% | $105,608-62.1% | $145,877-72.6% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 11.28% | 225.76%-214.5pp | 116.50%-105.2pp | 551.28%-540.0pp |
| Employer contribution / active EE | $1,566 | $3,720-57.9% | $3,167-50.6% | $4,663-66.4% |
| Participant deferral / active EE | $3,717 | $5,711-34.9% | $5,010-25.8% | $6,691-44.4% |
| Admin fee / account holder | $1,997 | $17,287-88.5% | $11,028-81.9% | $13,402-85.1% |