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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 | $32,412 | $106,280-69.5% | $96,538-66.4% | $139,487-76.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 14.09% | 38.48%-24.4pp | 35.74%-21.6pp | 373.84%-359.7pp |
| Employer contribution / active EE | $3,078 | $4,107-25.1% | $3,740-17.7% | $4,755-35.3% |
| Participant deferral / active EE | $4,369 | $5,457-19.9% | $4,880-10.5% | $6,713-34.9% |
| Admin fee / account holder | $2,049 | $7,888-74.0% | $6,737-69.6% | $11,407-82.0% |