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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 | $28,910 | $112,131-74.2% | $95,964-69.9% | $158,982-81.8% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 14.48% | 171.19%-156.7pp | 91.64%-77.2pp | 302.99%-288.5pp |
| Employer contribution / active EE | $2,019 | $3,199-36.9% | $2,541-20.5% | $4,763-57.6% |
| Participant deferral / active EE | $2,202 | $4,784-54.0% | $4,167-47.1% | $5,983-63.2% |
| Admin fee / account holder | $2,743 | $10,136-72.9% | $6,797-59.7% | $11,252-75.6% |