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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 | $39,106 | $55,457-29.5% | $77,361-49.5% | $94,015-58.4% |
| Participation rate | 100.0% | 69.8%+30.2pp | 75.0%+25.0pp | 70.8%+29.2pp |
| Annual return | 10.69% | 15.57%-4.9pp | 1011.54%-1000.8pp | 17.84%-7.2pp |
| Employer contribution / active EE | $2,614 | $2,255+15.9% | $2,990-12.6% | $2,790-6.3% |
| Participant deferral / active EE | $1,699 | $3,069-44.6% | $3,911-56.6% | $4,249-60.0% |
| Admin fee / account holder | $1,022 | $4,334-76.4% | $5,894-82.7% | $8,951-88.6% |