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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 | $39,486 | $102,938-61.6% | $94,105-58.0% | $138,895-71.6% |
| Participation rate | 100.0% | 74.6%+25.4pp | 71.9%+28.1pp | 79.9%+20.1pp |
| Annual return | 16.01% | 250.28%-234.3pp | 204.55%-188.5pp | 145.39%-129.4pp |
| Employer contribution / active EE | $7,096 | $2,732+159.8% | $2,504+183.3% | $4,194+69.2% |
| Participant deferral / active EE | $1,200 | $4,196-71.4% | $3,881-69.1% | $6,396-81.2% |
| Admin fee / account holder | $1,725 | $6,600-73.9% | $6,199-72.2% | $12,562-86.3% |