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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 | $23,200 | $127,298-81.8% | $109,916-78.9% | $167,553-86.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 19.17% | 22.97%-3.8pp | 29.46%-10.3pp | 478.89%-459.7pp |
| Employer contribution / active EE | $1,630 | $3,325-51.0% | $2,844-42.7% | $4,840-66.3% |
| Participant deferral / active EE | $3,626 | $4,513-19.7% | $4,047-10.4% | $6,343-42.8% |
| Admin fee / account holder | $2,571 | $7,119-63.9% | $6,069-57.6% | $12,316-79.1% |