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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 | $37,887 | $102,638-63.1% | $81,982-53.8% | $158,982-76.2% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.3%+30.7pp | 82.0%+18.0pp |
| Annual return | 19.97% | 61.05%-41.1pp | 41.31%-21.3pp | 302.99%-283.0pp |
| Employer contribution / active EE | $2,229 | $3,241-31.2% | $2,498-10.8% | $4,763-53.2% |
| Participant deferral / active EE | $4,304 | $4,649-7.4% | $3,722+15.6% | $5,983-28.1% |
| Admin fee / account holder | $748 | $8,237-90.9% | $5,665-86.8% | $11,252-93.4% |