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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 | $22,621 | $121,701-81.4% | $104,639-78.4% | $158,982-85.8% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 22.49% | 465.72%-443.2pp | 340.67%-318.2pp | 302.99%-280.5pp |
| Employer contribution / active EE | $2,335 | $3,165-26.2% | $2,682-12.9% | $4,763-51.0% |
| Participant deferral / active EE | $2,692 | $4,176-35.5% | $3,738-28.0% | $5,983-55.0% |
| Admin fee / account holder | $2,855 | $7,778-63.3% | $6,465-55.8% | $11,252-74.6% |