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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 | $20,620 | $108,912-81.1% | $100,383-79.5% | $145,959-85.9% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 13.61% | 57.96%-44.3pp | 49.26%-35.6pp | 561.95%-548.3pp |
| Employer contribution / active EE | $2,277 | $4,423-48.5% | $3,944-42.3% | $4,661-51.2% |
| Participant deferral / active EE | $4,102 | $8,451-51.5% | $8,086-49.3% | $6,689-38.7% |
| Admin fee / account holder | $3,627 | $9,690-62.6% | $7,900-54.1% | $13,398-72.9% |