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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 | $37,330 | $157,304-76.3% | $141,197-73.6% | $152,909-75.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 20.02% | 64.34%-44.3pp | 71.41%-51.4pp | 345.46%-325.4pp |
| Employer contribution / active EE | $2,054 | $5,263-61.0% | $4,736-56.6% | $4,764-56.9% |
| Participant deferral / active EE | $3,004 | $7,111-57.8% | $6,710-55.2% | $5,851-48.7% |
| Admin fee / account holder | $1,658 | $12,126-86.3% | $10,265-83.8% | $11,601-85.7% |