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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 | $125,184-68.0% | $105,607-62.1% | $145,884-72.6% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 11.28% | 225.00%-213.7pp | 116.11%-104.8pp | 551.85%-540.6pp |
| Employer contribution / active EE | $1,566 | $3,720-57.9% | $3,167-50.6% | $4,662-66.4% |
| Participant deferral / active EE | $3,717 | $5,714-35.0% | $5,011-25.8% | $6,690-44.4% |
| Admin fee / account holder | $1,997 | $17,133-88.3% | $10,958-81.8% | $13,392-85.1% |