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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 | $45,678 | $72,071-36.6% | $68,368-33.2% | $137,256-66.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 14.42% | 353.14%-338.7pp | 292.57%-278.2pp | 220.34%-205.9pp |
| Employer contribution / active EE | $968 | $2,788-65.3% | $2,649-63.5% | $4,156-76.7% |
| Participant deferral / active EE | $5,939 | $4,410+34.7% | $4,123+44.1% | $6,407-7.3% |
| Admin fee / account holder | $1,187 | $5,336-77.8% | $5,150-77.0% | $12,270-90.3% |