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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 | $35,515 | $121,677-70.8% | $104,625-66.1% | $158,966-77.7% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 17.07% | 465.58%-448.5pp | 340.60%-323.5pp | 302.95%-285.9pp |
| Employer contribution / active EE | $2,857 | $3,165-9.7% | $2,681+6.6% | $4,762-40.0% |
| Participant deferral / active EE | $1,360 | $4,175-67.4% | $3,738-63.6% | $5,983-77.3% |
| Admin fee / account holder | $2,001 | $7,777-74.3% | $6,465-69.1% | $11,250-82.2% |