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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 | $29,627 | $121,637-75.6% | $104,605-71.7% | $158,931-81.4% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 19.44% | 465.32%-445.9pp | 340.46%-321.0pp | 302.86%-283.4pp |
| Employer contribution / active EE | $1,740 | $3,163-45.0% | $2,681-35.1% | $4,761-63.4% |
| Participant deferral / active EE | $2,748 | $4,177-34.2% | $3,739-26.5% | $5,982-54.1% |
| Admin fee / account holder | $1,957 | $7,788-74.9% | $6,473-69.8% | $11,247-82.6% |